2017 tax forms

Tax forms will be mailed and available online through Trust Company of America’s Liberty website on the following dates:

  • Form 1099-R: January 31, 2018
  • All nonretirement account tax forms: February 15, 2018

2017 RMD distributions—Trust Company of America

On January 31, 2018, Trust Company of America will mail the Required Minimum Distribution letters to eligible clients.

Don’t file too early—Reallocated dividend payments

If your clients hold a mutual fund, exchange-traded fund (ETF), or real estate investment trust (REIT) in their portfolio, there is a high probability a portion of the dividend payments made throughout the year will be reallocated for tax reporting purposes. Due to late reallocation notices, some account owners will receive a corrected tax form.

Plan ahead—Flexible Plan hours on February 6

Next Tuesday, February 6, our home office will be closing at 12:30 p.m. (EST) so that the staff can participate in an off-site team-building event. Of course, all trading signals generated on Tuesday will be executed, but we will have limited access to voicemail and email that afternoon. We thank you in advance for planning your service needs, if possible, around this closure.