2024 Tax Document Schedule

Tax season is upon us, and we wanted to provide you with some information regarding the tax forms you can expect to receive and when to expect them.

The below document outlines the specific forms and their mailing dates. If you have an online portal set up with the custodian and are enrolled in electronic delivery, you may be able to access your tax forms earlier. Additionally, if you have access to the PFA portal, you can also download your forms in your PFA Portal Vault. Go to “Statements” then click “Tax Forms.” 

Please note that if your account was transferred between custodians in 2024, you will receive 1099s from multiple custodians.

If you have any questions, please don’t hesitate to contact our office at (207) 990-1901. 

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