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Your 2017 Tax Filing: Tips & Resources

Word TAXES in vintage metal letterpress type.

The filing deadline for 2017 taxes is Monday, April 17, 2018.

Tax Forms and Important Dates

On February 15, Raymond James will begin sending 1099 forms to clients with investment assets in taxable (non-retirement) accounts. Due to delays caused by specific holdings and other complexities, some 1099s may not be sent until the end of March. 

Everyone at TGS Financial is accustomed to collaborating with the various professionals on our clients’ financial teams.

Unfortunately, 1099 delays and amended 1099s are an inconvenient reality for some investors. The potential for delays and amendments is the reason we urge you to wait until April to finalize your tax filing or file for an extension. This doesn’t mean that you can’t get started with your tax preparer, but only that the actual filing should be put off to avoid the potential hassle and extra expense of processing and filing an amended return.

A timeline for the delivery of various tax documents and instructions for importing and exporting tax reporting data are available on the Raymond James Tax Year 2017 Resources page.

Online Access to Tax Forms

You can choose to receive your tax documents online through Investor Access. If you’re already using Investor Access, go to the Account Services screen to choose paperless delivery of your tax reports and other documents. You can click here to enroll in Investor Access.

With the online delivery option, your Raymond James tax documents are securely stored and easy to find and print. You should receive an email each time a new document is available.

Vigilance is Key at Tax Time and Always

The work of cyber criminals never stops evolving. At tax time and year-round, you should take steps to protect your devices and your identity. Be sure that you know the signs of identity theft, and stay abreast of the latest scams and fraud tactics. The Dirty Dozen Tax Scams list from the IRS is a good place to start.

Tax Changes Ahead

If you’re interested in knowing more about elements of the new tax reform bill, you can visit the IRS Resources for Tax Law Changes page.

We’re Here for You

Everyone at TGS Financial is accustomed to collaborating with the various professionals on our clients’ financial teams. Many of our clients have given TGS advisors and their CPAs permission to communicate directly on their behalf. Please do not hesitate to reach out to TGS Financial should you or your tax preparer have questions this tax season.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TGS Financial Advisors), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from TGS Financial Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. TGS Financial Advisors is neither a law firm nor a certified public accounting firm and no portion of this article’s content should be construed as legal or accounting advice. A copy of the TGS Financial Advisors’ current written disclosure statement discussing our advisory services and fees is available upon request.

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