RETIREMENT Tax Forms Available…still waiting on Consolidated 1099’s

Retirement tax forms (1099’s R & Q’s) have been completed, are available electronically, and will be mailed to you shortly. These forms are only for RETIREMENT distributions and other related retirement accounts.

The 1099 Consolidated (non taxable big enchilada) report will be out later in mid February as the new tax reporting requirements along with updated record keeping requirements push the limits for a middle month delivery due date. We will notify you when these post and alert you to their mailings as well.1099R

New to this year is the following corrected 1099 schedule. Here are the dates for the first three corrections:

  1. February 23, 2013
  2. March 11, 2013
  3. March 24th, 2013

Historically, the volume of corrections falls dramatically as we pass each date. We will keep you posted as we receive our correction reports.

Have a Great Day!


8222 Douglas Ave # 590
Dallas, TX 75225

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