News
- Four Hilliard Lyons Advisors Named to FT400
- Hilliard Lyons Named a 2013 Best Place to Work in THREE States
- Business Owner Services in the Spotlight
- Informing Business Owners about the ESOP Option
- Hilliard Lyons Acquires the Assets of Great Lakes Capital Markets
- Business First Reporter Kevin Eigelbach Catches Up with CEO Jim Allen
- Hilliard Advisor Adam Estes Featured for Achieving at a Young Age
- Hilliard Lyons Named a 2013 Best Place to Work in Indiana
- Hilliard Lyons Named a 2013 Best Place to Work in Kentucky
- Hilliard Lyons wins Emerging Diversity Leadership Award
- Press Kit
- Tax Center
- Bill Boehmler Elected to board of Trustess of the Securities Industry Institute
- Hilliard Analyst Jeff Thomison Named to 2012 Best on the Street List
- 2011 40 Under 40 List Includes Hilliard Lyons Financial Consultant
- Industry Veteran Joins Hilliard Lyons to Help Build Out High Net Worth Business
- Hilliard Lyons Analysts Named Master Stock Pickers by The Wall Street Journal
- Hilliard Lyons' Client Satisfaction Results Remain Consistently Strong
- Hilliard Lyons Acquires bCatalyst Advisors
- Hilliard Lyons Wins Community Service Award
- Hilliard Lyons Wins Governor's Award in the Arts
- Hilliard Lyons Participates in Financing Downtown Arena
- Hilliard Lyons Serves as Advisor on the First Build America Bond Issue in Kentucky
- Cost Basis Reporting Disclosure
- Attention PNC Investments clients
Tax Center
2012 Tax Information Resources
Hilliard Lyons is committed to providing the most timely and most accurate tax documents for your needs. Your 2012 Hilliard Lyons 1099 tax forms have been released are now accessible online. We will conclude with placement in the US Postal System of all 2012 form 1099 packages as of March 15, 2013.
Tax forms remaining for issuance at later dates include Forms 2439 – Undistributed Capital Gains scheduled for release at the end of March and Forms 5498 – IRA Contribution Information scheduled for release in late May.
You may find the following helpful as you prepare your 2012 Tax Returns.*
- 2012 Tax Guide
- Turbo Tax Import Instructions
- Retirement Provisions in the American Taxpayers Relief Act of 2012
- 2013 Income Tax Key Numbers
- Master Limited Partnerships / K-1 information
- Royalty Trust Tax Information
*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.
Special Report: Fiscal Cliff Agreement