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When can you expect to receive your tax documents?

It’s that time of year again when we patiently wait for all our tax documents to come in the mail, just so we can have that joyous experience of filing our tax returns! Well maybe the “joyous” part is a bit of a stretch, but nevertheless, tax time is upon us again. You may be wondering when you’ll be receiving your 1099 paperwork from Sound Financial, so we wanted to share our schedule, so you can plan accordingly.

Our first batch of 1099 forms will be mailed out on January 31, 2018, with a 2nd batch going out on February 15th. There is also a batch of accounts that will have 1099’s sent on February 15th of which some affiliates are awaiting data from some issuers or pending review of information. A third batch of 1099’s for pending accounts will be sent on February 28, 2018. Lastly, all final 1099’s will be sent on March 15, 2018, and these will be considered as the final version.

Please let us know if you have questions about your 1099 or the schedule above. It is our hope that by sharing our schedule, you can plan accordingly, and your tax filing process can be a less painful process. As always, thank you for the opportunity to assist you in navigating your retirement.

Investment Advisory Services offered through Sound Financial Strategies Group, Inc. (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. SFSG and APW Capital are separate and unrelated companies. 

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