Tax Forms for 2022

Tax season! I know you're super excited to file your taxes ;)

Tax forms for 2022 will be released March 17th or sooner for Taxable accounts (individual, brokerage, joint accounts) and IRA tax forms have been released already. March 17th is the industry standard for the last day brokers can provide those to you. 

If you do not see an IRA tax form in your account after January 30th, this means you do not have any IRA tax forms for 2022 from us. 

To find your tax forms, login to the Dough Jo and click Statements under the client portal menu. Then, you'll click 1099-R Forms. This will pull up all tax forms you may need once they are released.

If you have any further questions, email