Tax Center

To help you get started this tax season, please see our tax planning tips, key filing dates, tax information, and other helpful resources.

Tax preparation

Wells Fargo Funds tax information

Fund-specific tax information

*This is a required filing under the revised Treasury regulations for cost basis reporting that began in 2012. Information on Form 8937 is not to be used for tax reporting. Any impact to your account will be provided on Form 1099-DIV by February of the following year.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.

Access your accounts

Log in
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value