Tax Center


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 - 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  (excluding UIT holders and any other incomplete securitiesMailing completed - forms available online
March 13  –
1099s with UITs and other late-reporting issuers including OID and mutual funds (and any accumulated correction contentMailing completed - forms available online
March 16 –
1099s for AMBIRs (REMICs & WHMTs) Income from Mortgage Backed Securities (GNMA, FNMA, FHLMC, etc)  Mailing completed - forms available online
 March 13 –
1042-S Non-Resident Aliens. Mailing completed - forms available online
March 31  –
2439  - Undistributed Capital Gains (if necessary) 
May 29  –
5498 - IRA Contributions and Rollovers 
Dates subject to change without notice. 
TurboTax and .csv download become active only upon release of official 1099 package.
Dates noted indicate anticipated conclusion of mailing by print vendor. Online documents may be available earlier.

*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.