Gathering Your Documents


You can always access your documents directly on After logging in, navigate to the Document Vault to view folders ‘1099 Tax Reports’ and ‘5498 Tax Reports’ (if applicable). 

Sometimes the easiest way to gather documents is to connect us with your tax preparer directly! Feel free to introduce us via email and we can forward along the information they need. 

FYI: 1099s may be updated throughout February, so it could be beneficial to have your tax preparer submit after March 1st.

You won’t get forms for everything as it may not be a taxable event

  • Did you make a contribution to a Donor Advised Fund last year? DAFs don’t send out tax forms at year end. Instead, they send confirmation of the donation at the time of the donation. Those confirmations should be what you provide your preparer or use to file taxes yourself. If you initiated a grant from your DAF that isn’t tax-deductible so there won't be any tax related documents for that. 
  • If your DAF is housed at National Charitable Endowment you can download your year-end statement. Visit Blackbaud - Sign in and sign in with your user ID (likely your email address).  
  • Once logged in, simply click on your fund under the “View your fund details” heading. Next, click on the “View Statement” tab. When the Fund Statement window appears, select the date range and click View. Your statement will download to the downloads folder on your computer. From there, you can open and print the statement.
  • Retirement accounts only generate a 1099 if you took a distribution from it in that calendar year
  • Taxable accounts only generate a tax form if there’s more than $10 of interest
  • IRA contributions are shown on form 5498, but that typically isn’t generated until May 
  • You don’t need form 5498 to file your taxes. Just let your tax preparer know what type of contribution you made, or ask Brio to inform your accountant
  • If you did a backdoor contribution, mention it to your tax preparer and loop in your Brio associate so they can ensure they do it correctly