Ariel Mutual Funds Clients
At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.
If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.
All for as little as $12.00.
Open Financial Exchange (OFX) Server
Ariel Mutual Funds hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.
To retrieve information from their server, you will need the following information:
- Ariel Username
- Password
1099-B Portable Document Format (PDF)
You may download your Ariel Mutual Funds Form 1099-B PDF file and submit it for processing.
If you have additional or newer information regarding Ariel Mutual Funds downloadable files, please email us at support@form8949.com .