Tax season is just around the corner and with that in mind, we are happy to provide several
options for your tax preparation needs.
Critical Items for Tax Consultations
Tax Form Mailing Dates
Investment related tax documents such as consolidated 1099's will generally not be mailed until late February. If you hold securities (usually mutual funds) that report undistributed capital gains, these gains will be reported on a form 2439 which will not be mailed to clients until mid March, 2020.
TurboTax Affiliate Discount
For those who prefer to prepare their own taxes, TD Ameritrade Institutional provides a discounted TurboTax download for affiliate firms at: https://turbotax.intuit.com If you have additional questions, feel free to visit our tax resource page at: https://www.prenticewealth.com/tax-preparation-resources/ or the IRS website at https://www.irs.gov/.
Visit our tax resource page here.