January 29, 2018. By Courtney Summa:
As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. Additionally, we are happy to coordinate delivery directly to your CPA as we have done in the past to streamline your tax planning efforts.
Kindly note that in the coming days and weeks Fidelity will be sending correspondence indicating that your tax documents are available for viewing. You can disregard these notices as we will be gathering, organizing, and delivering these to you for each of your accounts. We are in the process of organizing these now, and you can expect delivery mid-to-late February in plenty of time to file without delay.
Fidelity issues several versions of the tax forms, some which contain amendments. It is important to recognize that should you log on to your account to download your documents yourself, you will need to be sure to download the most recent amended version. For your convenience it is most likely best to wait for the email from our office with the official documents as we monitor these daily on your behalf. Rest assured that we will send this in a secure manner via a ShareFile encrypted link.
Please feel free to contact us with any questions or concerns, or if perhaps there has been a change to your CPA team.