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Happy New Year! We hope you had a wonderful holiday season and are ready to start the new year with enthusiasm. As we look forward to the year ahead, we also want to remind you that tax season is right around the corner.
To help you prepare, we wanted to provide you with a couple of helpful reminders:
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For clients with qualified annuities, you will be receiving your year-end Fair Market Value Statement this month (January).
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For clients who had a financial transaction (dividend, exchange, loan, minimum distribution or withdrawal) to report to the IRS, we will be mailing out any required Form 1099-R or 1099-INT by January 31, 2024.
Please be sure to check your mailbox for these important documents.
If you have any questions or need assistance, please contact our Client Services team at 888-724-4267, ext. 4610. Our team members are ready to assist you, Monday through Friday, 8:00 a.m. to 6:30 p.m., EST.
In the meantime, we hope that you have a great start to the year, and thank you for your trust in Sagicor.
Sincerely,
Thomas Groves
AVP, Administration
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