Each year, Apex Fintech Solutions (custodian of Finhabits clients’ investment assets) provides the tax documents about your investment accounts that you need to file your taxes with the IRS. Once the documents are generated, they are emailed or mailed to Finhabits users according to the established schedule. Please note that, depending on your account, you may only need some of them. We will only send you the ones you need. You can expect to receive them at the same time as in previous years.
These tax documents, which are crucial for your tax filing, can also be conveniently accessed in the Finhabits app or website’s “Documents” section of the “Investments” section.
Please find below the estimated delivery dates for the tax forms:
| Form | Description | Estimated Delivery Date |
| 1099-R | Reports distributions from retirement plans. | February 6, 2025 |
| Consolidated 1099 grupo 1 | Combines 1099-B, 1099-DIV, 1099-INT, and 1099-MISC forms. | February 6, 2025 |
| Consolidated 1099 grupo 2 | Combines 1099-B, 1099-DIV, 1099-INT, and 1099-MISC forms. | February 17, 2025 |
| PR 480.6 | Issued to Puerto Rico residents with reportable income or income subject to withholding in Puerto Rico. | March 5,2025 |
| 5498 | Reports contributions made to retirement accounts (IRA). | June 2,2025 |