The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. HI All Forms 1099-R will be mailed and available online on Monday, February 1, 2016.
Additionally, all RMD account owner notifications will be mailed by Monday, February 1, 2016. All non-retirement account tax forms will be mailed and available online on Tuesday, February 16, 2016. Non-retirement tax forms being mailed include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID (as applicable), their associated detailed reports, a fee statement, if applicable and a reference sheet titled 1099 Reporting Information for 2015. Please view the insert as provided as a separate attachment to this feature. Click here to continue reading 2015 Tax Form Mailing Notice Click here for 1099 Reporting Information for 2015 By February 1, 2016, TCA will notify RMD eligible IRA account owners by letter of their RMD amount and include a partially completed IRA distribution form for their use.
Please click to read more about 2016 RMD Account Owner Notifications Click here to view client letter and RMD Request form When tax forms are available, account owners can import their tax data to TurboTax from Liberty. When account owners use the TurboTax software for their tax filing, they will be able to select Trust Company of America from a list of financial institutions from which tax data is imported. The tax payer’s current Liberty login and password will be used as authentication of their identity and ability to import account tax data.
Please read more about Turbo Tax - Importing Tax Data from Liberty.... The updated Custody Advantage List is now available under the Quick Links on the right side of the page.
Please contact your relationship manager with any questions. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. This communication includes the following notices:
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Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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