How do I get tax forms from my online bank? [Los Angeles Times (CA)]
WOLTERS KLUWER S/ADR (WTKWY)
NASDAQ:AMEX Investor Relations:
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Source: Los Angeles Times
Retirees facing elevated taxes from pensions, Social Security and RMDs can explore qualified charitable distributions and longevity annuities to reduce taxable income and premiums. Dear Liz: I have a savings account and a revocable trust money market account with an online bank. They provide the 1099-INT tax form for the savings account as a downloadable file. However, they do not provide a downloadable form for the trust account money market. They insist that it can only be mailed after Jan. 31 and cannot be downloaded online. When I complained several times, saying that I received trust account tax forms from other financial institutions, I received frivolous answers. Can you explain what is going on here and what I should do to get my 1099-INT early so I can do my taxes without having to wait for it? Answer: What's going on is that the bank and its customer service reps are ignorant of the law. There's no requirement that the form be downloadable, but the Internal Revenu
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