It’s tax season and we designed the EQIS Tax Center to be your one-stop source for important tax information including IRA account deadlines, gain/loss information, tax tools, and 2021 tax documents such as 1099s.
Most advisors use the tax documents section within the EQIS Tax Center, and now you can search by client name instead of using their 10-character account number.
“Our advisors are busy and the Tax Center saves them time during the busy tax season,” said Ellen Montwori, EQIS Manager of Advisor Services.
1099 statements are now available in the EQIS Tax Center and the client Filing Cabinet. Log into www.eqis.com and click in at the top of the page then search by client name under the Tax Statements tab. Note that a 1099-R will only be generated if a distribution of $10 or more was made from a qualified account in 2021. Your client(s) will still navigate to their Filing Cabinet to access tax documents.
EQIS is providing the two-page Form 1099 Summary in addition to the detailed Form 1099. In most cases, the two-page summary is all that needs to be filed. Due to the complexity of tax regulations and individual circumstances of your clients, we recommend that your clients consult a tax advisor.
If you have questions, please contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.
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