Tax Reporting ScheduleSubmitted by Karstens Investments on February 10th, 2017
By Steve Olafson, CFP®
We expect Form 1099-R which reports distributions from quali ed retirement plans (for example, individual 401(k), pro t–sharing, and money-purchase plans), or any IRAs or IRA recharacterizations, conversions, or removals of excess to be mailed and available online by February 1st.
We expect the Consolidated Form 1099 which includes all reportable income and transactions for the year in your taxable account(s) to be mailed and available online by February 16th.
If you had any sales made in your taxable account(s) or made gifts from your taxable account(s) in 2016, we expect to have our Realized Gain/Loss reports and Gifting summaries available by the end of February.