How to download your 2024 tax reporting information into your tax preparation software In order to access and download your information you will need your UBS account number and the Document ID located at the top of your UBS tax reporting form. Your UBS account number is your username and the Document ID number is your password.

Feb 21, 2025 · UBS is proud to be your provider for tax documents. Please see our tax planning and mailing schedule for this upcoming tax season, as well as some helpful Frequently Asked Questions (FAQs) to assist you with any questions you may have.

UBS supports downloading tax information to Turbo Tax, H&R Block, Tax Form Drop-off (Lacerte), Tax ACT and may include other tax preparation software that gathers Form 1099 data from the Open Financial Exchange (OFX), a secure financial data clearinghouse.

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UBS Asset Management (Americas) LLC is a subsidiary of UBS Group AG. The enclosed information is being provided as federal, state and local supplemental tax information. Due to the many differences in state and local tax regulations, shareholders of these funds should consult their tax advisors.

Review the key mailing dates for 2023 tax reporting forms and documents. There have been no significant changes or enhancements to Forms 1099 for the 2023 tax year.

Get fast access to important tax information During tax season or throughout the year, if you misplace your Form 1099 or need a copy of a statement, UBS Online Services is the place to go.

In this guide, we try to simplify and summarize some of the key aspects of federal . and state income and wealth transfer taxes. It’s a reference guide that aims to help . answer questions. We focus on how these taxes apply to individuals and explore .

Estimated tax payments are used to pay tax on income that is not subject to withholding, such as income derived from self-employment. If a child has a capital gain or loss on the sale of securities (not capital gain distributions) the child must file his or her own return.

An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. Generally, businesses need an EIN. You may apply …