We hope your year is off to a good start so far!


We know many clients are anxious to get their tax return filed as soon as possible, especially when they have a refund coming. We suggest you wait until March to file your taxes to ensure all tax documents have been received, but if you have all of the appropriate documents in hand, you can certainly file earlier.

We wanted to let you know that most of the investment companies that we do business with have already sent out their respective tax documents. However, we have two updates for you:

1. Some Fidelity non-retirement account tax documents have not been mailed yet. They expect to mail them on February 28th, 2014. This includes short term and long term capital gain/loss information.

2. FTJ FundChoice sent out tax documents quickly this year, but unfortunately we have been told some non-retirement client accounts will receive corrected tax documents in the mail within the next week. You will only have an issue if you own a non-retirement FTJ FundChoice account, you also receive a corrected document in the mail, and you have already filed your income tax return. If all of these have occurred please let us know as we are here to help.

If you have any questions about your tax documents, the time tables that we have discussed in this e-mail, or any other investment related questions, please do not hesitate to give us a call or e-mail.


Summit Financial