We want to be sure you are all aware that the 2012 tax information for your account(s) at the Trust Company of America is available to you online. You can login to your view your account(s) and under the “About My Account” tab is a section titled “Tax Documents”. You will find your form 1099 that can be downloaded and/or printed. You all should have also received a hard copy of your tax information in the mail by now. Most of you should have also received a 1099 from National Financial Services as well.
IMPORTANT FEATURE FOR YOUR TAX PREPARER OR IF YOU USE TURBOTAX:
Under the same “Tax Documents” section is a “CSV FILE” (Excel) which can be downloaded directly into TurboTax or provided to your tax preparer so they can directly download the transactions for your taxable account(s) when preparing your tax return. Many CPA’s that have already been provided this information have been thankful for this convenience. We would encourage all of you to utilize this when appropriate. CALL US if you have any questions.