| The 1099 mailing deadline is February 15, 2012. In 2009, Section 6045(b) of the Internal Revenue Code extended the deadline to furnish Consolidated 1099 Tax Information statements to customers from January 31 to February 15. LPL Financial is required to report your sales, dividends and other distributions paid by investment companies on the Consolidated 1099 Tax Information Statement (1099 DIV, INT, B, MISC, OID). Mutual Funds, Real Estate Investment Trusts and Unit Investment Trusts are examples of investment companies which pass through tax reporting information to LPL Financial. As it is common for investment companies to amend tax information, LPL Financial will request a supplemental mailing extension in the event investment companies do not furnish tax information to LPL Financial by the February 15 deadline. This additional extension attempts to minimize the number of corrected 1099s resulting from amended reporting sent by investment companies. The mailing dates for the 1099-R and 1099-Q forms will remain the standard deadline of January 31, 2012.
As always, please contact us if you have any questions.
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Steve Van Houten, CFP®
President, LPL Registered Principal | CA Insurance Lic#0613686
Brian Field | Associate Investment Analyst
Leah Beltran | Branch Operations Manager
Corey Solorzano | Para Planner, Client Services Manager
Spencer Johnston | Sr. Operations Coordinator
Brock Allmaras | Operations Coordinator
Stephanie Peters | Marketing Coordinator |
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227 N. El Camino Real Ste. 201 | Encinitas, CA 92024
760.943.0430 phone | 760.943.0950 fax
www.lfa-inc.com
Securities offered through LPL Financial Member FINRA/SIPC |
