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.
Sonoma County Transition Fair
February 18, 2025 at 3:00 PM – 6:00 PM PST • Santa Rosa