Is Your CPA Asking for Your Tax Documents?

Tax season is upon us, and you (or your CPA) are probably trying to locate your tax documents. OmniStar is always happy to help you access your tax documents, but if you would like to gather them on your own, you can follow these simple steps: 

1. Log into Fidelity.com 
2. Near the middle of the screen, click on the tab labeled “Documents” 
3. On the left side of this screen, click “Tax forms” 
4. Once here, ensure you are filtering by the appropriate tax year. The default should be 2025 
5. Download the documents by clicking the download button to the right of each line item. If there isn’t a download button, your form isn’t ready yet.

REMEMBER: 

• Tax documents and statements automatically upload to your Vault in OmniCAP. If you would like to explore this feature in more detail, give us a call. 
• With your permission, OmniStar will grant your CPA or tax professional access to the Tax folder in your vault, so sharing is secure and stress-free.

Security should be your TOP priority! 

• Tax season is notorious for increased fraudulent activity 
• Confirm document requests via phone call 
• Utilize secure document sharing technology like OmniCAP 
• Do not share sensitive information via email 
• If you have suspicion or a bad feeling, DO NOT SHARE INFORMATION!
• Call OmniStar if you have questions