January 13th, 2015 | Miller Advisors

Mark your calendar – 2015 dates to be thinking about

  • January 31: Deadline for employers to send W-2’s/1099s to individuals.
  • February 2: Mailing of Raymond James retirement year end packets for 1099-R and 5498s if applicable.
  • February 14: Valentine’s Day – who do you love? Let them know!
  • February 16: President’s Day. Markets are closed.
  • February 17: Mailing of Raymond James original retail 1099s.
  • March 8: Don’t forget to spring forward! Daylight Savings Time begins.
  • March 16: Final mailing of any additional Raymond James original retail 1099s as well as continued amended retail 1099s as needed.
  • April 15: Tax Day. The deadline to file your taxes. Make sure your mark this date!
  • April 16: Miller Advisors Shredding Party. Clean out those old statements and bring them by our office and help us fill the shredding truck! Information on what to keep vs. what to shred and details of the event to come.

Source: Raymond James

This information is general in nature, is not a complete statement for making an investment decision, and is not a recommendation or a solicidiation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results.