Form 1099 mailing date reminder
IRS Forms 1099 (B, DIV, INT, OID, and MISC) will be mailed on February 15, 2010 for accounts that have received income from regulated investment companies, including mutual funds, unit investment trusts (UITs), and real estate investment trusts (REITs). This will allow time for issuers to properly calculate and classify the income for tax reporting purposes and will help to reduce the likelihood that the client will receive a revised 1099.
Draft copies will be available on When you click this link you will be leaving our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.
Information in this section is not to be considered a recommendation or an offer to purchase any product.
Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.NetExchange Pro's e-Document Suite on January 31, 2010. Forms 1099-R and 1099-Q for qualified retirement accounts and education programs will still be mailed to clients on or before January 31, 2010.
If you have additional questions regarding the 1099 mailing, please contact the SFS Service Center at 888-237-1838, option 2.
This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation.
Return to Home Page
|
