Mailing Dates for 2018 Tax Slips – Important Year End Information
This year, you may receive multiple year-end documents for the same account. You are encouraged to use this checklist to keep track of your year-end documents. If you have any questions regarding the delivery of these documents, please contact your advisor.
In addition, some external issuers may amend previously released data, resulting in amended slips being mailed. Click here for more information.
This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of HollisWealth®. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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