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Reports: Tax Year 2014


Forms, worksheets and reports will be available online by the end of the day of the date listed below.  

Please log in to Account Management to download your tax forms and reports.  (You will NOT receive a copy via snail mail!)


 

Form/Worksheet

Available

Reported To

Received By

 


US Persons & Entities

 

1099-R February 2, 2015 Internal Revenue Service
  • IRAs, Roth IRAs and SEP Accounts

Consolidated Forms 1099

(Includes forms 1099-INT,1099-OID,  1099-DIV,1099-B1099-MISC)
February 17, 2015 Internal Revenue Service
  • Individuals and Joint Account Holders
  • Partnerships, LLCs, Trusts, unincorporated businesses and owners of Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients
  • Advisor Master Accounts

Worksheet for Form 8949 February 17, 2015  
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs Trusts and Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients

Gain/Loss Worksheet
for 1256 Contracts
February 17, 2015  
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs, Trusts, unincorporated businesses and owners of Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients

WHFIT Tax Information Statement


February 17, 2015  
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs, Trusts and Unincorporated Businesses 
  • Advisor and Fully Disclosed Broker Clients

Forex Income Worksheet N/A  
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs Trusts and Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients

Form 2439
(for calendar year RICs)
March 31, 2015 Internal Revenue Service
  • Individuals and Joint Account Holders
  • Corporations, Partnerships, LLCs, Trusts, Unincorporated Businesses and owners of Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients
  • Advisor Master Accounts

Form 5498 June 1, 2015 Internal Revenue Service
  • IRAs and Roth IRAs

 


     
 


Non US Persons & Entities


Form 1042-S March 16, 2015 Internal Revenue Service
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnership Owners, Trust Beneficiaries, LLCs and LTDs reporting as Corporations
  • Advisor and Fully Disclosed Broker Clients
  • Qualified Intermediaries
  • Non-disclosed and Omnibus Broker Clients

 


Canadian Persons and Entities

T5 N/A Revenue Canada
  • Advisor Master Accounts
T5008 N/A Revenue Canada
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
T3 N/A Revenue Canada
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
 


Québec Residents & Entities

Relevé 3 N/A Québec Ministry of Revenue
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
Relevé 18 N/A Québec Ministry of Revenue
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
Relevé 15 N/A Québec Ministry of Revenue
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
Relevé 16 N/A Québec Ministry of Revenue
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
 


Canadian Non Residents1

NR4 N/A Revenue Canada
  • Individuals and Primary Joint Account Holders
  • Corporations, Partnerships, LTDs, Trusts and Disregarded Entities
  • Advisor Clients
 


All Customers


Annual Statement
February 2, 2015  

All accounts


Dividend Report
February 17, 2015  

All accounts


 
1Non residents of Canada, holding Canadian Securities also receive Canadian reporting.

IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

 

Call us today at 1-800-50- PLACE or 1-919-719-7200 for more information!


Call us if you are frustrated with your current firm's 1099 issues or if you are simply searching for an

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Tax Information and Reporting ~ US Person or Entity ~ Initial Data & Data Collection

 



IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

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