Broker Check

Tax Resources

Wealth management tends to be both complex and interdependent, and almost every financial action may have tax consequences. One of the many benefits of working with the team at Cornerstone is that our professionals stay current on the ever-changing tax environment - a key component necessary to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies


2018 Tax Report


RAYMOND JAMES FORM 1099 MAILING DATES

Form 1099 mailing schedule


ACCESS AND EXPORT TAX FORM 1099

Information about exporting tax data from your Raymond James brokerage accounts


TAX FORMS

A full set of downloadable forms from the IRS


TAX PUBLICATIONS

A full set of downloadable publications from the IRS


TAX RATES

Find your federal marginal income tax rate


TAXES AND SOCIAL SECURITY

Review the latest Social Security changes and see if your Social Security income is taxable.


This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.