Client Letter….click below to read
As the Year begins…
Income in our golden years
Important Information for Tax Season 2016
As you prepare for tax season, here is some information that you may find beneficial. See the expected mailing schedule for the various tax forms below. Due to the possibility of amended 1099 forms, we highly encourage scheduling your tax preparation appointments after March 15.
2016 Form 1099 mailing schedule
- January 31 – Mailing of Form 1099-Q and Retirement Tax Packages
- February 15 – Mailing of original Form 1099s
- February 28 – Begin mailing delayed and amended Form 1099s
- March 15 – Final mailing of any remaining delayed original Form 1099s
Please also be aware: If your account(s) transferred from Wells Fargo to Raymond James after January 1, 2016, then you may receive tax documents from both
Click here to view the full announcement.