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Tax Season Is Here!

Tax Season Is Here!

January 05, 2024

Tax Season Is Here!

It is once again the time of year to begin preparing for tax filings. Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in your account. The following schedule will apply, although dates are subject to change:

 

* Holding only these types of securities does not guarantee that your tax statements will be mailed on the indicated dates.

Do you use Turbo Tax? Download Pershing forms directly into Turbo Tax. Click here for instructions: Download Pershing Forms Directly into Turbo Tax


For more information, including a sample 1099 statement and additional details about the mailing timeline, visit bny.mn/TaxResources.

If you have any questions, please call the office. Office # (225)448-2285


Sincerely, 

Your Hays Breard Team