Tax Center

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Tax Information Resources

2014-2015 Tax Guide

Turbo Tax Import Instructions

1099 Guide

Some Client Clients Sent Duplicate 1099-R Forms (Reporting IRA Distributions)

CSV Download Instructions

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

Royalty Trust Tax Information

 

Expected mailing dates for original forms:
February 2  –
1099-R (IRA and retirement distributions)  Mailing completed - forms available online
 
1099-Q (Coverdell account distributions)  Mailing completed - forms available online
 
 
February 17  –
1099 Consolidated (Dividends, Interest, Gains/Losses, Misc Income, Royalties, etc  (excluded will be UIT holders and any other incomplete securitiesMailing completed - forms available online
 
 
March 14  –
1099s with UITs (and any accumulated correction content
 
1099s for AMBIRs (REMICs & WHMTs) Income from Mortgage Backed Securities (GNMA, FNMA, FHLMC, etc)
 
1042-S Non-Resident Aliens. 
 
 
March 31  –
2439  - Undistributed Capital Gains (if necessary) 
 
 
May 29  –
5498 - IRA Contributions and Rollovers 
 
 
Dates subject to change without notice. 
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.