Your 1099 tax forms are automatically imported to your Cambria Investments account in mid-February, in both CSV and PDF formats. We will notify you via email when these are ready. We will also integrate with Turbo Tax, H&R Block, and TaxACT. Unlike other online advisors, we make our forms in-house, with clear summaries provided.
To see tax forms from previous years, please review your Activity page, and then click the “Tax Forms” tab.
The forms are not available prior to February due to the 30-day window related to certain TLH+ requirements, which carry through the end of January. Additionally, we need final confirmations on distributions from fund providers regarding their dividend payout classifications. Cambria Investments strives to provide tax forms well in advance of the Feb. 16, 2016 deadline when possible.