It’s tax time! For many of you it’s a complicated few months if not more because of extensions.
Many of you may have received all of the tax forms you need and your ready to file. Other’s will need to wait a bit. Some may also get revised 1099s and other tax forms…never fun!
Many of you also have access online to your forms as soon as they’re created and posted on Account View. If you don’t have Account View, let Cathy know and she’ll get you setup.
Here are the dates to expect the majority of the forms you will need from LPL.
You can find more information here also with LPL’s 2022-2023 Tax Season Guide.
