Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL mailed your form 1099-R (for retirement) on January 20.
The forms for taxable, non-retirement accounts are more complex to compile. Please check any consolidated form 1099 received from LPL if it contains the word “preliminary”, which indicates a corrected 1099 will be sent later. For most accounts, LPL will have received the information required to issue and mail a corrected consolidated form 1099 no later than March 10th.
Please allow 5-7 business days for USPS delivery. If your Account View has been set up, your tax forms will be available online the day the form is mailed.
As always, everyone here at Enduring Wealth Advisors® is aware of the need to get you these forms in as timely a manner as possible. Please get in touch with us before you visit your tax preparer if you have any questions about reporting from LPL.
TRACKING # 405359