How do I access tax documents for my IRA?

  • Tax documentation for retirement accounts will be generated by AltoIRA, who will report to the IRS on your behalf. You will also have access to these documents through the Jamestown Invest portal.
  • Through the AltoIRA platform, you will have access to your monthly account statement, as well as your tax documents including a 1099-R and/or Form 5498. You can access the Tax Center through the settings tab in your AltoIRA account.
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