2024 Tax Season Resources

As you prepare to file your taxes for last year here are a few things to keep in mind to ensure you have your needed tax forms.

• The timing of your statement mailing depends on the types of investments held in your account(s). To minimize the risk of sending you information that may change later, the first 1099s sent are those with simple tax information that’s not likely to change. Account statements for more complex investments will be sent later to help ensure they contain the most accurate information. This also reduces the potential for you to receive an updated or corrected tax statement later on that might require you to refile your taxes.
• Here is the 2023/2024 Tax Season Guide
• Here is the 2023/2024 LPL's TurboTax & H&R Block Guide
• Tax forms will be mailed according to the pictured mailing date schedule. However, keep in mind that if you opted into e-delivery of your tax forms they will be available to download from your online login.
• If you have any questions or want to make sure you have received all of your necessary tax forms, don't hesitate to call our office, we are happy to help!