Monday, February 7, 2011

IMPORTANT! 2010 Form 1099 Delivery Schedule

Shareholders Service Group (Pershing) will mail out 1099s on Feb 15th.  I will mail out Pershing cost basis reports later this week.

Folio Institutional will post 1099's in your online filing cabinet on Feb 28th. Folio cost basis reports will also be posted on the 28th.
Some of you will receive tax docs from both brokerage firms; so hold off on doing your tax returns until  you have all the necessary docs.

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