IMPORTANT INFORMATION REGARDING TAX YEAR 2018
Forms 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans) will be sent on or before January 31, 2019. TD Ameritrade Forms 1099-R have posted to the Advisor Client and Orion Client Portals.
Consolidated Forms 1099 (Interest, Dividends, & Broker Proceeds) for non-retirement accounts will be sent on or before February 28, 2019. Some of these have posted, but we suggest that you wait until early March to be sure you have gathered this reporting from all accounts at both firms. Please keep in mind that there could be amendments after that date.
Our office has retained records that will allow us to verify the accounts you held at Wells Fargo. We can help you identify the accounts that will generate tax documents.
If you have any questions, please contact our office at (971) 209-4500. We are here to help, and want to be sure that you have all of the information you need to file your taxes correctly.
We hope your New Year is off to a great start!
Keudell/Morrison Wealth Management