Tax Updates 2023!

Tax Updates 2023!
According to current IRS guidelines, tax documents needed by investors to file with their taxes are required to be sent by January 31st of each year. This is unless the company has filed and received an extension from the IRS, which can be granted for up to March 15th.
While most companies do have these documents out by the January 31st deadline, it has been our experience that managed money accounts and limited partnerships tend to file for extensions more than others, simply because the accounting tends to be more complicated. We will be listing any companies that our clients our invested in who have received these extensions as we are made aware of them, in the section directly below.
We have also compiled a list of company contact information which you will find here as well, in an effort to help have all necessary information in one place should you need it.
Investment Companies Who Have Obtained Extensions for Tax Documents
We will be updating this section after the January 31st deadline passes for these documents to be mailed out, as we become aware of them. Please check back around mid-February if you are still waiting on tax documents that you feel you should have received already, to see if that company has received an extension from the IRS.
Also, if you are made aware of an extension that isn't listed here, please don't hesitate to let us know so that we can add to this list! Our hope is that this will provide a helpful resource to assist clients as they navigate filing their taxes, so any additional information that you might be able to provide that might help others, is always greatly appreciated.
-MDS Energy- Extension given through March 15th
-Orion Portfolio Solutions Consolidated 1099 Mailing Schedule (Including Fidelity, Schwab and TD Ameritrade)- Click Here for Additional Information *Please note: 1099-R's are running on schedule to be released by January 31st, this schedule is only if you are waiting on a Consolidated 1099, which could include all or some of the following: 1099-INT, 1099-DIV, 1099-OID, 1099-B and/or 1099-MISC
-HGR Liquidating Trust (Formerly Hines Global REIT- Extension given through March 15th
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Investment Company Contact List
Company | Telephone Number | Website |
AIG- Now Corebridge | 800-280-1243 | https://www.corebridgefinancial.com |
Allianz | 800-950-5872 | https://www.allianzlife.com |
American Equity | 888-221-1234 | https://client.american-equity.com/ |
American Funds | 800-421-4225 | https://www.capitalgroup.com/individual/ |
American Healthcare REIT (Previously Griffin Healthcare) | 844-460-9414 | www.computershare.com/AHRI |
AR Global | 866-902-0063 | www.computershare.com/HTI |
Aviva / Athene | 800-266-8489 | https://www.athene.com |
APX | 716-855-8090 | https://www.apxenergy.com |
Ares (Previously Blackstone) | 888-310-9352 | https://areswms.com/ |
AXA / Equitable | 877-222-2144 | https://equitable.com |
BC Partners / Alternative Credit Income Fund | 833-404-4103 | altcif.com |
Benefit Street Partners | 212-588-6770 | https://benefitstreetpartners.com |
BlueRock | 888-558-1031 | https://bluerock.com |
Blue Owl | 844-331-3341 | www.blueowl.com/documentcenter |
Blackstone | 844-702-1299 | https://www.breit.com/ |
Brinker Capital Investments (Fidelity / an Orion company) | 800-333-4573 | https://clients5.brinkercapital.com/ |
Brighthouse (Previously MetLife) | Annuity: 800-882-1292 Life: 800-882-1292 | https://www.brighthousefinancial.com/ |
CNL | 800-421-4225 | cnlstrategiccapital.com |
CIM | 866-907-2653 | https://www.cimgroup.com/ |
Columbus Life | 800-677-9595 | https://www.westernsouthern.com/columbuslife |
Corebridge (Previously Sun America and AIG accounts) | 800 280 1243 | https://www.corebridgefinancial.com |
Delaware Life | 877-253-2323 | https://www.delawarelife.com/ |
Equitable (Previously AXA) | 800-789-7771 | https://equitable.com/ |
Franklin Square Investments (FSEP) | 877-628-8575 | https://fsinvestments.com/ |
FTJ (Orion) | 800-379-2513 | https://www.orionportfoliosolutions.com/ |
Genworth | Fixed Annuity: 800-221-9501 Variable Annuity: 800-352-9910 | https://www.genworth.com/ |
Guggenheim | 833-484-4364 | www.GuggenheimCIF.com |
Great American - Now Mass Mutual Ascend | 800-854-3649 | https://massmutualascend.com/ |
Griffin Capital Company (Apollo) | 888-926-2688 | https://www.apollo.com/ |
Griffin Realty Trust | 800-679-2112 | https://grtreit.com/ |
Hartford Life (Currently Talcot Resolution) | Inforce: 800-862-6668 Annuitized: 877-372-2935 | https://www.talcottresolution.com/ |
Highlands REIT | 844-421-0533 | www.computershare.com/highlandsreit |
Hines Securities | 888-220-6121 | https://www.hinessecurities.com/ |
Horizon Investments (Trust Company of America / Liberty / Axos) | 888-502-2967 | https://app.trustamerica.com/liberty/desktop/login.jsf |
Hospitality Investors Trust | 866-638-5572 | www.computershare.com/investor |
ING (Previously Voya, Currently Venerable) | Fixed: 800-369-5303 Variable: 800-366-0066 | https://www.venerable.com/ |
Inland / Inpoint / MH Ventures | 800-826-8228 | https://inland-investments.com/ |
Invesco / Oppenheimer Funds | 800-225-5677 | oppenheimerfunds.com |
Inventrust Properties Corp | 866-638-5572 | www.computershare.com/investor |
Jackson | 877-565-2968 | https://www.jackson.com/ |
John Hancock Freedom 529 | 800-344-1029 | https://www.johnhancock.com/ |
John Hancock Freedom 529 | 866-222-7498 | jhinvestments.com |
KBS / Pacific Oak | 866-584-1381 | https://kbs-cmg.com/ |
Lincoln | Annuity: 800-654-5088 Life Insurance: 800-487-1485 | https://www.lincolnfinancial.com/public/individuals |
Mass Mutual Ascend (Previously Great American) | 800-854-3649 | https://massmutualascend.com/ |
MDS | 855-807-0807, Option 1 | https://mdsed.com/investors/ |
Metlife | 800-638-7732 | https://www.metlife.com/ |
Nationwide | 877-669-6877 | https://www.nationwide.com/ |
NetX Investor (All Persing / Brokerage Statements Including Hanlon Accounts beginning with 4Z7) | 888-406-5444, Option 5 | https://www.netxinvestor.com/ |
NorthAmerican | Life: 877-872-0757 Annuity: 866-322-7069 | https://www.northamericancompany.com/ |
Northstar Healthcare Income | 877-940-8777 | https://www.northstarhealthcarereit.com/ |
Pacific Oak (Previously KBS) | 844-377-5783 | https://pacificoakcapitalmarkets.com/ |
Pacific Life | Life Insurance: 800-347-7787 Annuities: 800-722-4448 | https://www.pacificlife.com/ |
Prudential | 866-599-2871 | https://ssologin.prudential.com/ |
Reliance Standard | 800-351-7500 | https://www.reliancestandard.com/home/ |
SEI | 610-676-1000 | https://www.seic.com/ |
SILA Realty Trust | 833-404-4107 | www.computershare.com/sila |
Strategic Storage | 877-327-3485 | www.StrategicREIT.com |
Steben / LoCorr Fund Management | 630-954-1919 | https://www.steben.com/ https://www.navconsulting.net/ |
Sun America | See AIG / Corebridge | See AIG / Corebridge |
Symetra | 800-796-3872 | https://www.symetra.com/ |
Talcott Resolution (Previously Hartford Life) | Inforce: 800-862-6668 Annuitized: 877-372-2935 | https://www.talcottresolution.com/ |
Transamerica | 800-797-2643 | https://www.transamerica.com/ |
TriLinc Global Impact Fund | 866-292-9452 | https://trilincglobalimpactfund.com/ |
Venerable (Previously Voya / ING) | 800-366-0066 | www.venerable.com |
West Coast Life Insurance (My Protective) | Annuity: 888-340-3428 Life: 877-778-3500 | https://www.myprotective.com/ |