The Dispatch

Important Tax Information and Contribution Deadlines

The information provided herein is derived from sources we consider reliable, but its accuracy cannot be guaranteed. It should not be construed as, or relied upon as, tax, legal, or investment planning advice.

Each individual's tax situation is unique. We strongly encourage you to consult with a qualified tax professional who can evaluate your clients’ specific circumstances and provide personalized recommendations.

Contribution Deadlines for 2024

Tax Documents Delivery Schedule

Additional Information

• Custodians have until 2/15/25 to issue an initial 1099, but the majority of custodians request a 30-day extension in order to avoid issuing corrected tax forms.
• A 1099 tax form will only be produced for accounts with at least $10.00 in dividends or interest, or a sell transaction
• Corrections to IRS Form 1099 are issued when companies reclassify distributions from the prior year. Reclassifications and corrections to IRS Form 1099, Form 8949 and gain-loss reports are typically completed by the end of March but may be posted at any time.