If you have a taxable investment account, amended tax forms for the account could be mailed to you by Raymond James as late as March 15.
To avoid the possibility of having to amend you tax return, we ask that you please wait until after March 15 to file your taxes to ensure you've received any updated tax documents for your taxable investment accounts.
We recently mailed the following postcard as a reminder of this information:
If you DO NOT have a taxable account but have a retirement account, year-end retirement 1099-R and 5498 tax packets will be mailed by January 31.
If you are enrolled in Client Access, you will have access to your tax documents as soon as they become available.
If you are unsure if you have the correct tax documents for your Raymond James accounts, please contact us:
Green Bay Office: 920.272.2273
Manitowoc Office: 920.682.4100
Sturgeon Bay Office: 920.818.0255