Raymond James’ 2017 Form 1099 Mailing Schedule
January 31 – Mailing of Form 1099-Q & Retirement Tax Packages
February 15 – Mailing of original Form 1099s
February 28 – Begin mailing delayed and amended Form 1099s
*March 15 – Final mailing of any remaining delayed original Form 1099s
*All Forms 1099s must be mailed by March 15 regardless of any pending adjustments or income reallocation per IRS regulations. Amended mailings will occur as needed.
TIP: You can view your current (as made available) and past tax documents on Investor Access. Once logged in to Investor Access, click on the “Documents” tab and then the “Tax Reporting” tab. Use the drop down menu to select the year.
The Key Numbers documents summarizes all the important tax planning numbers you’ll need for 2018.