1099 Composite and 1099-R Forms Availability
As custodian of your SEI investment account, SEI Private Trust Company is responsible for preparing and issuing the appropriate tax forms for your account.
1099-Composite forms (and the accompanying Agent/Custodian Tax Information Letter) will be postmarked by February 28, 2012 for the 2011 tax year.
This is due to an extension to February 15, 2012 in the final reporting deadlines for the money managers utilized in your account, which in turn allows us to postmark the 1099-Composite forms up to March 15, 2012.
The 1099-Composite includes the following 1099 combined forms:
- 1099-B, Proceeds from Broker and Barter Exchange Transactions
- 1099-DIV, Dividends and Distributions
- 1099-INT, Interest Income
- 1099-OID, Original Issue Discount
- 1099-MISC, Royalty Income