Tax Center

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2013 Tax Information Resources

2013-2014 Tax Guide

Turbo Tax Import Instructions

1099 Guide

CSV Download Instructions

K-1 Support.com - K-1 Tax Packages for MLPs

Royalty Trust Tax Information

 

Expected mailing dates for original forms:
January 31  –
1099-R (IRA and retirement distributions)  Now available to view online
 
1099-Q (Coverdell account distributions)  Now available to view online
 
 
February 15  –
1099 Consolidated (Dividends, Interest, Gains/Losses, Misc Income, Royalties, etc  (excluded will be UIT holders and any other incomplete securitiesNow available to view online
 
 
March 15  –
1099s with UITs (and any accumulated correction contentNow available to view online
 
1099s for AMBIRs (REMICs & WHMTs) Income from Mortgage Backed Securities (GNMA, FNMA, FHLMC, etc) Now available to view online
 
1042-S Non-Resident Aliens.  Now available to view online
 
 
March 30  –
2439  - Undistributed Capital Gains (if necessary)  Now available to view online
 
 
May 30  –
5498 - IRA Contributions and Rollovers  Now available to view online
 
 
Dates subject to change without notice. 
Please contact your Financial Consultant to obtain your Real Time Summary containing draft information prior to the scheduled release dates as noted.  Information contained in your Real Time Summary is subject to change without notification.  Please rely on your official 1099, not your Real Time Summary, for income tax filing purposes.
Tax information downloads will become active upon the release of your official 1099 package. 

*Please note that Hilliard Lyons does not provide tax advice. This material is presented for informational purposes only. Consult your tax advisor concerning any issues that may affect your tax situation.