Important Tax Resources

As one season ends, another begins – welcome to tax season!

Below is information to help answer questions you may have regarding your 2023 tax documents.

Electronic Access / Delivery

For those that prefer electronic access and delivery, you will be able to access your documents online a bit quicker than you would receive in the mail; see the “how-to” steps below if you need a refresher on accessing electronically.

Mail Delivery

Clients that receive tax documents via mail – please be on the lookout for non-descript envelopes showing the sender as Kestra Investment Services, LLC (Kestra is our back office firm and broker/dealer).

To provide the best tax season experience, the 1099 mailing is accomplished over multiple mailing cycles.

The mailing dates for 1099s depend on the types of investments held in each non-retirement account and complexity in reporting.  

If a client has NOT elected eDelivery for their tax documents, they can expect to start receiving them in the mail 7-10 days after the Available Online date listed on the calendar above.

Already registered & using the Undivided Client Portal?

As a reminder, for those already registered for your Undivided Client Portal, you are able to view/download account documents (tax docs, statements, confirms, etc) from your Vault.

For currently registered users, here are steps to access account documents from the portal:

1) Login to your Undivided Client Portal (URL to bookmark:

https://wealth.emaplan.com/ema/kestrafinancial/kpws/undividedwealth)

2) Go to the “Vault” tab in your client portal.

3) Select the folder “Brokerage Account Documents.”

4) You can then choose which type of document you wish to view. (In this case, choose “Tax Documents.”)

5) Then select “2023” to view your tax documents.

For those that have not yet setup your portal or received access, please reach out if you are interested in doing so.

Special note regarding Qualified Charitable IRA distributions:

Your 1099-R will report all distributions made within the tax year. Therefore, if you have made Qualified Charitable Distributions (QCDs) please make sure you report the correct taxable amount on your tax return and exclude anything distributed directly to a qualified charity.

We recommend consulting with your tax advisor and please contact us with any questions regarding your personal situation.