--- title: How to Access Your Tax Documents in Altruist description: Altruist will be sending tax documents out to clients as expediently as possible throughout the month of February. You will receive an email alert from AltruistFinancialLLC@investordocuments.com as so --- [Skip to content](https://help.advisor.com/how-to-access-your-tax-documents-in-altruist#main-content) English Show submenu for translations ![](https://help.advisor.com/hs-fs/hubfs/logomark-black.png?width=100&height=75&name=logomark-black.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Advisor Wealth Management Help Center](https://help.advisor.com/?hsLang=en) 2. [Altruist Guide](https://help.advisor.com/altruist-guide?hsLang=en) # How to Access Your Tax Documents in Altruist ### **When to Expect Your Tax Forms** **1099-Consolidated tax forms** (including 1099-DIV, 1099-B, 1099-INT, 1099-OID, and 1099-MISC) are issued by Altruist in three phases, based on the complexity of your financial portfolio. Altruist will be sending tax documents out to clients as expediently as possible throughout the month of February and March. You will receive an email alert from [AltruistFinancialLLC@investordocuments.com](mailto:AltruistFinancialLLC@investordocuments.com) as soon as your documents have been uploaded.  For full details on your Altruist tax forms, and when you can expect to receive them, please refer to the[Altruist Tax Center](https://altruist.com/tax-center/). ### **Where to Find Your Tax Forms** 1. **Log in to Altruist: [https://app.altruist.com/login](https://app.altruist.com/login)** 2. **Navigate to Documents:** Once logged in, click on your initials icon in the top-right corner of the page. 3. **Click on the Documents Tab:![Altruist tax1](https://help.advisor.com/hs-fs/hubfs/Altruist%20tax1.png?width=255&height=385&name=Altruist%20tax1.png)** 4. **Use the Tax Documents Filter:** In the **Documents** section, you can use the **Tax Documents Type filter** to locate your tax forms easily:![Altruist tax3](https://help.advisor.com/hs-fs/hubfs/Altruist%20tax3.png?width=655&height=330&name=Altruist%20tax3.png) **5. Make sure that you select each account to get the available tax document for that account ![](https://help.advisor.com/hs-fs/hubfs/image-png-Feb-19-2026-06-56-25-0397-PM.png?width=998&height=155&name=image-png-Feb-19-2026-06-56-25-0397-PM.png)** - [Getting started](https://help.advisor.com/getting-started?hsLang=en) - [Altruist Guide](https://help.advisor.com/altruist-guide?hsLang=en#main-content) - [Altruist FAQs](https://help.advisor.com/altruist-guide?hsLang=en#altruist-faqs) - [Getting Started](https://help.advisor.com/altruist-guide?hsLang=en#getting-started) - [RightCapital Guide](https://help.advisor.com/rightcapital-guide?hsLang=en#main-content) - [Budgeting](https://help.advisor.com/rightcapital-guide?hsLang=en#budgeting) - [FAQs](https://help.advisor.com/faqs?hsLang=en#main-content) - [Insurance](https://help.advisor.com/faqs?hsLang=en#insurance) - [Taxes & Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services?hsLang=en#main-content) - [Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services?hsLang=en#tax-filing-services) - [Taxes & FAQs](https://help.advisor.com/taxes-tax-filing-services?hsLang=en#taxes-faqs) - [Life Event Guides](https://help.advisor.com/life-event-guides?hsLang=en) - [Holistic Financial Planning](https://help.advisor.com/holistic-financial-planning?hsLang=en#main-content) - [Budgeting](https://help.advisor.com/holistic-financial-planning?hsLang=en#budgeting) - [Roadmap to Success](https://help.advisor.com/holistic-financial-planning?hsLang=en#roadmap-to-success) - [Financial Planning Activities](https://help.advisor.com/holistic-financial-planning?hsLang=en#financial-planning-activities) - [Investing](https://help.advisor.com/investing?hsLang=en#main-content) - [The Basics](https://help.advisor.com/investing?hsLang=en#the-basics) - [Investment Strategies](https://help.advisor.com/investing?hsLang=en#investment-strategies) - [Funds Transfers](https://help.advisor.com/investing?hsLang=en#funds-transfers) - [Estate Planning](https://help.advisor.com/estate-planning?hsLang=en#main-content) - [About](https://help.advisor.com/estate-planning?hsLang=en#about) [![Chill listening crop-3](https://help.advisor.com/hs-fs/hubfs/logomark-black.png?width=35&height=24&name=logomark-black.png "Chill listening crop-3")](http://advisor.com) 525 King Street, Suite B Charleston SC 29403 [mailto:help@advisor.com](mailto:help@advisor.com) Copyright © 2025, Advisor Wealth Management