Tax documents from Axos
When will my tax documents arrive?
All tax documents will be sent from Axos by February 28th. Contact A&I for the most recent year's deadline.
How do I download the tax documents?
- Login to your Axos account.
- Click "About Your Account".
- Click "Tax Documents".
- Download
How do I link Axos tax documents with my tax software?
If filing via TurboTax or H&R Block, you have two options. Either:
- Search for Axos Advisor Services in TurboTax and H&R Block. Choose to have your tax documents digitally migrated to TurboTax/HR Block.
- Download from Axos and upload into your software
Where to find my Axos tax documents?
- Login to your Axos account.
- Click "About Your Account".
- Click "Tax Documents".
Important: You will have to make one download per taxable account.
For example, for multiple trusts you have multiple logins and downloads.
In other words, your "statement family" login will NOT download all tax documents.
Why don’t I have a tax document?
Sometimes your retirement account, like an IRA, does not issue a tax statement. For example, you have not made any distributions or contributions in the previous year.