Tax Planning: Two 1099's in early 2010 for brokerage accounts
For those clients with non-retirement type registrations (individual, JTWROS, TOD, and Trust), note that you will be receiving two Pershing 1099 forms one from Cambridge and one from my former broker/dealer. These will be mailed after January 31, 2009. Like in past years, Pershing probably will request an extension. The 1099 forms might arrive later than that depending on certain investment holdings you may have in the account.
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