Tax Center

Before filling out your 1040, take a moment to walk through the steps below and make sure you have all of the information you need from us to complete your taxes.

Planning for Tax Season
Understanding Your Tax Forms
Preparing Your Taxes
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Any tax or legal information provided is a summary of our current understanding and interpretation 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 specific situation. Neither Wells Fargo, nor any of its representatives, may give legal or tax advice.


This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds®, an EdVestSM program description (PDF), and a tomorrow's scholar® program description (PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

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