HI All Forms 1099-R will be mailed and available online on Monday, February 1, 2016.
Additionally, all RMD account owner notifications will be mailed by Monday, February 1, 2016.
All non-retirement account tax forms will be mailed and available online on Tuesday, February 16, 2016. Non-retirement tax forms being mailed include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID (as applicable), their associated detailed reports, a fee statement, if applicable and a reference sheet titled 1099 Reporting Information for 2015. Please view the insert as provided as a separate attachment to this feature.
Click here to continue reading 2015 Tax Form Mailing Notice
Click here for 1099 Reporting Information for 2015
Please contact your Client Service Advocate if you any questions or concerns about these posts.