2013 Tax Season Planning

As you begin collecting data for your 2013 tax returns, please note the important dates below:

  • All 1099-R forms (distributions from retirement accounts) will be postmarked January 31st.
  • As a result of recent changes enacted in the Energy Improvement and Extension Act, final reporting deadlines for money managers in accounts have been extended.
    • 1099-Composite forms (SEI, TD Ameritrade, and Bellatore) will postmark by February 28, 2013
      • Note: 1099 Composite includes the following 1099 combined forms: 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-MISC
  • For those of you eligible and planning to make a 2013 retirement plan contribution, we recommend getting those checks to our office by Tuesday April 8th, 2014. You officially have until the tax filing deadline of April 15th this year, but we prefer to send those in sooner than later.


If you are anticipating a large tax refund, and would like some advice regarding what to do with those dollars, let us know.

Please call with any questions or concerns regarding your tax documents. With your permission, we are happy to speak directly with your tax professional as well.




Security First Advisors is a locally owned, independent, fee-based investment advisory firm located in Portland, Oregon offering comprehensive financial planning and money in transition services.