We want to ensure that your tax preparation goes as smoothly as possible. To assist you, listed below are 2018 tax year resources along with a schedule for mailing tax documents.
Unless you became a client for the first time after our move from Hilliard Lyons, you may receive two 1099’s this tax season. All accounts that had taxable events prior to the transfer to Raymond James and after the transfer, may receive TWO Form 1099’s (Depending on your account and activity, you may also receive other tax reports from both periods). You will need both to complete and file your taxes for 2018 accurately.
2018 FORM 1099 MAILING SCHEDULE
January 31 – Raymond James mails Year-End Tax Packages for retirement accounts (Forms 1099-R and 5498)
February 15 – Raymond James begins mailing Original 1099 statements
February 28 – Raymond James begins mailing amended 1099s and Original 1099s delayed due to specific holdings and/or income reallocation
March 15 – Final mailing of any remaining delayed original Form 1099s
As an added convenience, you can choose to receive your tax documents electronically. To go paperless, enroll or log in to www.RaymondJames.com/ClientAccess, our secure system for accessing your account information online. With electronic delivery, you’ll have 24/7 access to your client documents as soon as they become available. Not only will you be able to view your documents sooner, but also your documents are archived together in one secure location so they are easy to find when you need them.
SET UP VIEW-ONLY ONLINE ACCESS FOR YOUR CPA/ACCOUNTANT
You can provide your accountant with view-only access to your online Client Access. With your permission, view-only access allows a trusted professional, such as your accountant, to view your portfolio, tax documents, and more online. This can be especially helpful during tax season, when it helps your accountant to retrieve information necessary to prepare your tax return.
This safe and limited access does not include the ability to transfer funds or otherwise change your account preferences. If you have questions about view-only access, or would like us to set it up, please don’t hesitate to contact us.
I hope you find this additional information helpful. Please call us if you have any questions or concerns about the upcoming tax season.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.