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.
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.