It’s everyone’s favorite time of year again – tax season! There are several dates to be aware of regarding your tax forms from LPL Financial and other asset custodians. Most of the tax forms will be mailed out between January and March to meet all IRS deadlines. You may also find copies of the tax forms online in Account View 2.0 in the Documents drop down menu and by clicking Tax Forms. Please see below for the current mailing dates of the LPL tax forms:
Please note that clients who have performed Roth conversions will receive both a 1099-R from their Traditional IRA and a Form 5498 from their Roth IRA. If there are still lingering tax form questions, please reach out to the Napier Financial team at mschulz@napierfinancial.com or 781-884-2356!
*Please consult your accountant/tax preparer for specific tax preparation questions*
