Dear Friends,

We're writing to inform you that tax documents for your accounts will begin generating soon.

Accessing Your Tax Form

If you are enrolled in e-notification, you will receive an email notifying you that your tax forms are ready to view. If you are not enrolled in e-notification, your form will be mailed within five business days of online posting.

In both cases, once issued, you may access an electronic version of your tax forms (see screenshot below) in Investor360°^® under Statements & Documents > Tax Reporting > Most Recent. 

Tax Form Mailing Dates



Our partner, National Financial Services (NFS), will post and mail consolidated 1099 tax forms in four waves, outlined in the table below. The dates below are when your tax form will be available in Investor360°. They will be mailed five to seven days after they are posted online.

Please note:

In instances when tax reporting for an account occurs during the extension period, NFS will provide an online preliminary tax statement starting on February 11. This is viewable only in Investor360° and will provide a single view of current tax information to help you determine early tax liability.



If you have questions, please don’t hesitate to call our office at (952) 854-5544.

Sincerely,

The IEM Team

Integrated Equity Management

8009 34th Ave South

Suite 1550

Bloomington, MN 55425

(952) 854-5544

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.

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