Important Tax Frequently Asked Questions - Butler Financial, LTD

Important Tax Frequently Asked Questions

When Will I get my 1099 Tax Forms from my Raymond James Accounts?

Raymond James will mail composite Form 1099 statements in three main groups.  The date typically depends on the holdings in the accounts.

Group 1: Mailed by Feb. 15 (Holdings where issuers have finalized income reallocation, or accounts holding less-complex securities, such as equities) This includes 1099-R and 5498 Retirement tax packets, 1099-Q for Education Savings Accounts)
Group 2: Mailed by Feb.28 (Typically includes accounts that hold Mutual Funds and Unit Investment Trusts.  Additionally, the first amended composite Form 1099s are mailed)
Group 3: Mailed by March 15* (Includes final real estate mortgage investment conduits, and amended forms)

*All Forms 1099 must be mailed by March 15 regardless of any pending adjustments or income reallocation pers IRS regulations.


How Do I Get My Tax Forms?

The easiest and fastest way to obtain your tax document is to log in to your accounts via CLIENT ACCESS .  Once logged in at the top of the page, click on Documents, then click on Tax Reporting (Year 2023) and any tax documents that have been generated will be listed there.  You have the option to print or download the documents.  You can also change your document delivery preferences here if you would like to receive your tax documents via US mail.

Client Access Support at 877 RJ-ACCESS (877-752-2237) is available Monday through Friday 8 a.m. to 9 p.m. and until 5 p.m. on Saturday and Sundays except for holidays.


Can Butler Financial Send My Tax Documents Directly to My Accountant? 

YES, as long as you have signed the “Request to authorize and Disclose” form, we can send your tax forms directly to your accountant per your request.   Please email heather.schaen1@raymondjames if you would like us to send your tax forms (in a protected email) to your accountant.  You only need to complete this form ONCE or until you change accountants.

In order to generate this form, we need:

  • The accountant’s name (must be an individual NOT the company name)
  • Accountant’ physical address
  • Accountant’s email
  • Phone Number
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