What's New?

January 2023


Tax forms for 2022 will be mailed, beginning the week of January 20th and continue through March.  The majority of clients should receive their information in February.  The type of account you own plays a large role in when your tax forms get mailed.  Annuity and IRA forms are generally received sooner, with non-retirement investments being received later.  Certain types of investments, such as real estate, commodities, municipal bonds, unit investment trusts and mortgage backed securities also tend to have a more extended reporting time.

All tax forms are mailed, but they can also be downloaded as soon as they are available from your Account View website.  If you have not registered and created your site, please contact us to get set up today!