January 17th, 2024

2023 Tax reporting mailing timeline

​We hope you enjoyed your holidays and that your 2024 is off to a great start.  We are reaching out to you with information and important dates regarding tax documents.
 
The chart below outlines the expected mailing date for each tax form and which account type they apply to.  Please note that not all accounts will supply a tax form.
 

• For retirement accounts and annuities:  You will only receive a 1099-R or 1099-Q if you took a distribution from the account in 2023. 
• For non-retirement accounts (excluding annuities):  Most non-retirement accounts will supply a consolidated 1099 regardless of whether you took a distribution in 2023.
• For rollover distributions:  If you rolled over a qualified retirement plan during 2023 (for example, from a 401k or 403b plan to another retirement plan or IRA), you will receive a 1099-R from the original account.

​As always, please feel free to reach out with any questions.
 
Mapstone Veritas Financial Group
 
 
Mapstone Veritas Financial Group, Equitable Advisors and its associates do not provide tax or legal advice.  Please consult with your own tax or legal advisors regarding your own particular circumstance.
PPG-6215808.1 (1/24)(Exp. 1/26)