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Important tax information for investors with Magnetic North Financial, llc.

  • Writer: Christopher Lakian
    Christopher Lakian
  • Jan 11
  • 2 min read

Dear Friends

 

Please be aware that 2024 will produce two sets of tax documents.

 

One is from Charles Schwab and/or Fidelity, and one is from Raymond James.

 

Below are the expected timetables for all custodians.

 

Raymond James tax release dates for 2024

January 31 – Raymond James mails Year-End Tax Packages for retirement accounts (Forms 1099-R and 5498), Form 1099-Q

February 15 – Raymond James mails original Composite Statements to account holders.

February 28 – Raymond James mails original Composite Statements delayed due to specific holdings and/or income reallocation and amended Composite Statements as needed.

March 15 – Raymond James mails the original Composite Statement of 1099 Forms, Form 1042-S, and Royalty Trust Tax packets.

March 31 – Raymond James mails Form 2439 statements.

 

The information will be readily available online if you still can

access your old Raymond James account. Online access for Raymond James https://clientaccess.rjf.com/

 

Charles Schwab & Co, Inc. tax release dates for 2024

 

Three release dates:

January 31

February 14  (90% of clients at Schwab will be done by Feb 14th)

February 28

 

Please check Schwab for your account here: https://www.schwab.com/

 

Fidelity tax release dates for 2024

 

January 17th 1099Q

January 24th 1099R

 

1099's also go out in four stages its either

 

January 25

February 1

February 22

March 7

 

Please check your Fidelity account here for your specific tax information:

 

 

I will follow up with everyone and ensure your taxes are gathered correctly.

 

Thats it.

 

Chris

 

 

 

Christopher R Lakian

Owner, Portfolio Manager, AIF

 

Magnetic North Financial LLC

1156 Bowman Road Suite 200

Mt Pleasant SC 29464

Main Number: 843-212-4023

Cell: 843-737-6060

Global Relay Secure Text: 843-428-7827

 

 

OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

 

 
 
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OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

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