Regarding 2023's 1099-R & 1099-B Tax Forms

March 07, 2023

Tax season is in full swing, and with that comes the inevitable hunt for all your necessary tax documents! This post is a friendly reminder that Tax Form 1099-B (used to report capital gains and losses that a taxpayer incurs after selling certain assets through brokerages and barter exchanges) will be sent out between February 24th  and March 10th. You should have already received your Tax Form 1099-R (reporting a taxpayer’s distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans).

If you have any issues with this information referenced in this email, you may call us at 724-547-0988 and we may help provide some guidance on this subject.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.