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Tax Documents: planning for your 2016 taxes

We understand receiving your tax information in a timely manner is important to you. To assist you in planning for your 2016 taxes, we have produced the following schedule of various tax forms that may be mailed to you over the next several months depending on the type of account(s) you have. You will receive only those forms that are appropriate for the activity in each of your accounts. In the event you have income or distributions from securities where the final tax information was not made available to Wells Fargo Advisors at the time of the original mailing of your tax document, we will send you an amended version as soon as that information is provided. Please ensure you have received required tax forms for all of your accounts that may have taxable activity before completing your tax return.

Online access of tax documents

All tax documents will be available online for clients who have enrolled in Wells Fargo Advisors online access. For information on how to view your documents online and suppress paper copies, please sign in and access your account information on http://www.wellsfargoadvisors.com. With your permission, your tax preparer may also gain online access to your tax documents.


Call if you have any questions.


Note: In some instances, you may receive an amended version for your account when additional income or distribution information was provided after the original mailing deadline.

February 15, 2017
-Consolidated Statement & Form 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC, 1099-C, 1099-OID (REMIC), Form 1099-B, Form 1099-INT (WHMT).

---Information is provided on the following: Dividends and other distributions | Reportable interest income | Original issue discount income (other than CMO/REMIC instruments) | Proceeds of sales, redemptions, and tenders | Royalties, substitute payments, and miscellaneous income | Cancellation of debt OID and interest accruals from CMOs/REMICs | Widely Held Mortgage Trust receipt-based reporting on mortgage pools

Jan. 31, 2017
-Market Value and RMD Information (Form 5498)
---Included in your December, 2016 account statement. This shows the value of the account as of the last business day of the year and information regarding your Required Minimum Distribution (RMD), if applicable.

May 1, 2017
-Form 5498-ESA
---In most cases, this information will accompany your December, 2016 statement and reports contributions, rollovers and direct transfers to your Coverdell Education Savings Accounts.

Amended information will be sent by the given date for accounts that have made 2016 contributions after the last day of December, 2016 but before Tuesday, April 18, 2017.

May 31, 2017
-Form 5498
---In most cases, this information will accompany your December, 2016
statement and reports contributions, rollovers and fair market value of your IRA (other than Coverdell Education Savings Account).

Amended information will be sent by the given date for accounts that have made 2016 contributions after the last day of December, 2016 but before Tuesday, April 18, 2017.

Jan. 31, 2017
-Forms 1099-R and 1099-Q
---This provides information on distributions from your Individual Retirement Account (IRA), Coverdell Education Savings account or 529 Plans.

-IRA Corrected Valuations (for accounts with no December Statement)
---This statement reports your year-end IRA portfolio valuation.

April 18, 2017 - IRS mailing deadline date.
-Schedule K-1
---Master Limited Partnership (MLP) income and capital account (or cost basis) information will be mailed to you directly from the
Limited Partnership General Partner in March or early April, 2017. (This information is not provided by Wells Fargo Clearing Services, LLC.)

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