I hope you and your family are well!
Tax season is quickly approaching. We are working with all investment companies to provide correct tax reporting in a timely manner. Please note that 1099s will be released in different waves in order to meet the IRS deadlines, minimize errors and the need for Clients to file an amended return. Please be on the lookout for windowed envelopes with LPL Financial, 1055 LPL Way, Fort Mill, SC 29715 as the return address and Important Tax Document Enclosed printed on the outside of the envelope. You will receive a separate 1099 for each account incurring a tax liability.
I encourage you to sign up for AccountView, our desktop and mobile account viewing software, to view your accounts, statements and tax documents online. If you do not currently have access to AccountView, please call Selena Gray, our Assistant, at 910-509-7123. Once you’re logged in, AccountView can be accessed on our Client Center by clicking Client Login at www.eastwoodwealth.com or through our mobile app on your smartphone or tablet.
If you already have online access, your tax documents will be listed under the Documents and Statements (Tax Forms) or Documents (Tax Forms) tab when they’re ready. The online link should read LPL 1099. Do not use the document if the link reads LPL 1099 Prelim as it is not finalized. Please note your tax documents are available to you, through AccountView, the same day our office has access to them.
Becoming familiar with the mailing schedule is one of the most important ways to stay organized for tax season. During the 2021 tax season, to meet all IRS deadlines, reduce errors and reduce the need to mail corrected versions, LPL will be mailing the 1099 Consolidated Statements in four phases.
Important dates are as follows:
If you haven’t received your tax documents by March 23rd, please let us know. As always, thank you for your continued confidence and allowing us to be of service to you and your family. We appreciate your patience during tax season, and please feel free to contact our office if you have any questions or concerns, 910-509-7123.
Tim Evans, CFP® CLTC
Securities and advisory services offered through LPL Financial, a registered investment advisor.
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor Member FINRA + SIPC.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the Following states: NC, VA, SC, MD, DE and FL.
Financial planning services offered through LPL Financial, a registered investment advisor