IMPORTANT - Year 2025 Tax Documents
- Blue Summit
- 3 days ago
- 1 min read
Dear Clients of Blue Summit,
Our office is ready to support you this tax season. Please review the following carefully:
If you’ve opted for e-delivery, tax documents will be posted electronically (more below). Otherwise, investment tax documents are mailed directly to you.
Expect 1099s (e.g., Pershing brokerage accounts, REITs) by late February-March, though timing may vary. IRA distributions or RMDs will be on 1099-Rs, those typically arrive by late January or early February.
Electronic tax documents:
Pershing Advisor Solutions tax forms (ETA: late February-March) will be in your Black Diamond portal.
Non-Pershing Advisor Solutions forms (i.e. REITs) are physically mailed to you and available by request if needed, please email service@bluesummitwealth.com
Please let us know if you have changed your tax preparer in the last year and if so, please provide new contact details.
Please call 619-698-4330, and/or email service@bluesummitwealth.com if you have any questions!
The Blue Summit Wealth Management Team
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