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Tax Document Dates

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Tax Document Dates
Tax Document Dates

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2023 Important Tax Information

IRS Tax Document Expected Mailing Dates:

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  • 2023 Required Minimum Distribution (RMD) Letter - This letter informs customers 73 or older of their 2023 RMD amount. January 31, 2024
  • 1099-R - This form reports distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA, SEP-IRA, SIMPLE IRA and Roth IRA accounts. January 31, 2024
  • 1099-Q - This form reports distributions from a Coverdell Education Savings Account. January 31, 2024
  • 1099-SA - This form reports distributions from a Health Savings Account. January 31, 2024
  • 1099 Composite excluding REMIC OID - This form may include IRS Forms 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC (excludes REMIC Original Issue Discount information from Real Estate Mortgage Conduits/WHMT and WHFIT mortgage backed securities). Original IRS Mailing Deadline: February 15, 2024 Hilltop’s Granted Extension Deadline (industry standard): March 18, 2024
  • 1099 Composite Corrections and Originals (if you received a Holdback Letter) - Corrected Forms include updated* corrected reporting of Forms 1099-DIV, 1099-INT, 1099-OID, 1099B, 1099-MISC . Original Forms include REMIC Original Issue Discount information from Real Estate Mortgage Conduits/WHMT and WHFIT mortgage backed securities. March 18, 2024
  • 5498-ESA - This form reports your Coverdell Education Savings Account contributions. May 1, 2024
  • 5498 - This form reports your IRA, SEP-IRA, and SIMPLE IRA contributions. January 31, 2024
  • 5498-SA - This form reports your distributions from your Health Savings Account. May 31, 2024
  • 1042-S - This form reports certain income and foreign account withholding from U.S. sources to nonresident aliens. March 15, 2024

Please visit the IRS Website tp review Instructions and Forms by clicking this link:

 Forms & Instructions | Internal Revenue Service (irs.gov)

Liberty Capital Investment Corporation is a registered broker-dealer that does not provide tax or legal advice. Please contact the IRS or your tax professional for tax or legal advice.

*Mutual funds, ETF’s and REITs are pass thru vehicles for tax reporting purposes. The tax character (ex: qualified, non-qualified, return of capital) is not available prior to year’s end and we are required to report the tax character provided to us by the funds.

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