Important 1099 Information

We want you to have accurate and timely information throughout the tax season.  As of 1/31/2015, all 1099R documents (only generated for retirement accounts that had distributions in 2014) have been processed and mailed.

Due to IRS extended deadlines for custodians, all other 1099’s will be mailed by 2/28/2015. Expect to receive them by March 9th as these documents are coming from back east.

Please note, due to custodial platform changes in 2014 you may receive two 1099’s for each account.  Please provide both copies to your tax preparer.

If you have additional questions or concerns about your tax documents feel free to contact our office.