Illuminate

What can I expect for tax season?

When Tax Documents Become Available

For any taxable investment accounts, the tax documents will post around February 15th. You can retrieve them through the Illuminate app by navigating to Profile, then Settings, then Documents, then Tax Documents. We'll notify you via email when your documents are ready.

Expected Tax Documents

Illuminate provides three types of tax forms depending on your account type:

  1. Consolidated 1099 - Issued for taxable investment accounts that generated dividends or realized gains/losses during the tax year.
  1. Form 1099-R - Provided for IRAs (Traditional, Roth, or SEP) when you took distributions or made withdrawals.
  1. Form 5498 - Sent for IRAs with contributions or deposits. This won't be available until late May because you can contribute to an IRA through mid-April.

The timing and specific forms depend on your account activities throughout the year.

Illuminate

Form ADV Part 2A

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Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.