What you need to know about TCA’s Annual Notification to Account Owners who have Third-Party Authorization for distributions
Please note the following System Maintenance down times for Liberty:
February 15, 2018 at 6:00 pm MT until February 16, 2018 at 4:00 am MT.
Please contact your relationship manager with any questions.
All non-retirement account tax forms will be mailed by and available online on February 15, 2018.
Non-retirement tax forms being mailed include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, their associated detailed reports, a fee statement (if applicable) and a reference sheet titled 1099 Reporting Information for 2017.
The 1099 Reporting Information for 2017 insert is attached for your review.
If you have questions regarding this notice, please contact your relationship manager.
Click here for - 1099 Reporting Information for 2017 insert
Please contact your Relationship Manager if you any questions or concerns about these posts.
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