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Tax Tips and Deadlines for 2024

Those 1099s and other tax documents reporting dividends, interest, distributions, and more are coming.  Forms from Raymond James will be mailed:

  • 1/31/2024 – 1099R and 5498 for Retirement Accounts
  • 2/15/2024 – 1099 for Brokerage Accounts
  • 2/28/2024 – 1099 for Brokerage Accounts with delayed information
  • 3/15/2024 – 1099 for Brokerage Accounts final mailing

These forms can be sent directly to your tax professional for you.  Please call us and we will have you sign the necessary authorization.  If you use tax planning software such as H&R Block, TaxACT, or TurboTax, your tax information can be imported from Raymond James.  Please let us know if we can help in either way.  NOTE – check your 1099s and other tax documents for accuracy.  Errors happen and catching them early is important.

With taxes due on April 15th, there is still time to make 2023 IRA, ROTH IRA, or SEP IRA contributions up to the April deadline.  Once your tax return is filed, please share it with us or ask you tax preparer to send an electronic copy.  If there are any questions before filing, we are happy to review them with you.    As we review many tax returns each year, I’m reminded of both the inevitability of taxes and the opportunity to use planning to help pay just what you owe without leaving a tip.

Any opinions are those of Landon Vick and not necessarily those of RJFS or Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete; it is not a statement of all available data necessary for making an investment decision and it does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decisions. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. 

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