Tax Mailing Dates
Raymond James’ 2023 Form 1099 Mailing Schedule
January 31 – Mailing of Form 1099-Q & Retirement Tax Packages
February 15 – Mailing of original Form 1099s
February 28 – Begin mailing delayed and amended Form 1099s
*March 15 – Final mailing of any remaining delayed original Form 1099s
*All Forms 1099s must be mailed by March 15 regardless of any pending adjustments or income reallocation per IRS regulations. Amended mailings will occur as needed.
TIP: You can view your current (as made available) and past tax documents on Client Access. Once logged in to Client Access, click on the “Documents” tab and then the “Tax Reporting” tab. Use the drop down menu to select the year.
Tax Planning Guides & Contribution Limits
The Key Numbers documents summarizes all the important tax planning numbers you’ll need for 2024.
Raymond James
- Comprehensive Key Numbers - Includes Federal Income Tax Rate Schedules, detailed Individual Income Tax, Business, Education, Protection, Estate, Government Benefit, Retirement, and Investment planning numbers.
- Retirement Planning - Includes elective deferral, IRA contribution, defined benefit plan annual benefit, and defined contribution plan limits.
- Estate Planning - Includes key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedule for the current year and next year.
- Considerations of Roth Conversions - A Roth Conversion moves assets from your Traditional IRA to your Roth IRA, allowing assets to grow tax free instead of tax-deferred.
Other Sources
- Putnam - Includes 2024 tax rates, schedules, and contribution limits
- Allianz - Includes 2024 tax rates, schedules, and contribution limits
