Broker Check

Tax Reporting 2018

January 14, 2019

Dear Client's,

This is a reminder on the details of Pershing's release of 2018 Tax Documents.  

January statement:
Important Reminder for Pershing’s 2018 IRS Form 1099 (B, DIV, INT, MISC and OID): As a reminder, by February 15, 2019, you will be mailed either your Form 1099 or a special Pending 1099 Notice. The Pending 1099 Notice will be sent if we have not received and processed final information from issuers and trustees of securities you hold by the as of date of the February 15 1099 mailing. You will also be sent the notice if your information is still being reviewed and finalized. The notice will inform you of the securities that are pending final reporting and provides the anticipated mail date of your 1099. Your 1099 will be mailed no later than March 15, 2019.

Thank you and Happy New Year!