You can now access your 2025 tax forms under the "Documents" tab in your dashboard.
If you made a withdrawal from your account last year, you will have form 1099-QA available for download. If you made contributions to your account, form 5498-QA will be available for download by March 15th.
Professional Fiduciary Association of California
May 7, 2025 at 9:00 AM – 7:00 PM PDT • Anaheim
Disneyland Hotel 1150 West Magic Way Anaheim, California 92802