2020 Tax Information

Are You Ready for Tax Season?

Are You Ready for Tax Season?

1099-R retirement tax forms are mailed out by February 1st and available online by logging into your Account View.  

1099-DIV tax forms are mailed out once all funds in your non-qualified account have reported their capital gains/losses for the year.  Generally, these are complete by February 15, however, a fund may request for an extension.  If you have a non-qualified account with LPL Financial, make sure you receive your 1099-DIV before preparing your taxes. 

If you have questions about when you will receive your tax form, please call our office.  Specific questions about your tax form should be directed to your tax professional.