Broker Check

(443) 837-2520

Tax Updates 2023!

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


CompanyTelephone NumberWebsite
AIG- Now Corebridge 800-280-1243https://www.corebridgefinancial.com
Allianz800-950-5872https://www.allianzlife.com
American Equity888-221-1234https://client.american-equity.com/
American Funds800-421-4225https://www.capitalgroup.com/individual/
American Healthcare REIT (Previously Griffin Healthcare)844-460-9414www.computershare.com/AHRI
AR Global866-902-0063www.computershare.com/HTI
Aviva / Athene800-266-8489https://www.athene.com
APX716-855-8090https://www.apxenergy.com
Ares (Previously Blackstone)888-310-9352https://areswms.com/
AXA / Equitable877-222-2144https://equitable.com
BC Partners / Alternative Credit Income Fund 833-404-4103altcif.com
Benefit Street Partners212-588-6770https://benefitstreetpartners.com
BlueRock888-558-1031https://bluerock.com
Blue Owl 844-331-3341www.blueowl.com/documentcenter
Blackstone 844-702-1299https://www.breit.com/
Brinker Capital Investments  (Fidelity / an Orion company)800-333-4573https://clients5.brinkercapital.com/
Brighthouse (Previously MetLife)Annuity: 800-882-1292
Life: 800-882-1292		https://www.brighthousefinancial.com/
CNL800-421-4225cnlstrategiccapital.com
CIM866-907-2653https://www.cimgroup.com/
Columbus Life800-677-9595https://www.westernsouthern.com/columbuslife
Corebridge (Previously Sun America and AIG accounts)800 280 1243https://www.corebridgefinancial.com
Delaware Life877-253-2323https://www.delawarelife.com/
Equitable (Previously AXA)800-789-7771https://equitable.com/
Franklin Square Investments (FSEP)877-628-8575https://fsinvestments.com/
FTJ (Orion)800-379-2513https://www.orionportfoliosolutions.com/
GenworthFixed Annuity: 800-221-9501
Variable Annuity: 800-352-9910		https://www.genworth.com/
Guggenheim833-484-4364www.GuggenheimCIF.com
Great American - Now Mass Mutual Ascend 800-854-3649https://massmutualascend.com/
Griffin Capital Company (Apollo)888-926-2688https://www.apollo.com/
Griffin Realty Trust800-679-2112https://grtreit.com/
Hartford Life (Currently Talcot Resolution)Inforce: 800-862-6668
Annuitized: 877-372-2935		https://www.talcottresolution.com/
Highlands REIT844-421-0533www.computershare.com/highlandsreit
Hines Securities888-220-6121https://www.hinessecurities.com/
Horizon Investments
(Trust Company of America / Liberty / Axos)		888-502-2967https://app.trustamerica.com/liberty/desktop/login.jsf
Hospitality Investors Trust866-638-5572www.computershare.com/investor
ING (Previously Voya, Currently Venerable)Fixed: 800-369-5303
Variable: 800-366-0066		https://www.venerable.com/
Inland / Inpoint / MH Ventures800-826-8228https://inland-investments.com/
Invesco / Oppenheimer Funds800-225-5677oppenheimerfunds.com
Inventrust Properties Corp866-638-5572www.computershare.com/investor
Jackson877-565-2968https://www.jackson.com/
John Hancock Freedom 529800-344-1029https://www.johnhancock.com/
John Hancock Freedom 529866-222-7498jhinvestments.com
KBS / Pacific Oak866-584-1381https://kbs-cmg.com/
LincolnAnnuity: 800-654-5088
Life Insurance: 800-487-1485		https://www.lincolnfinancial.com/public/individuals
Mass Mutual Ascend (Previously Great American)800-854-3649https://massmutualascend.com/
MDS855-807-0807, Option 1https://mdsed.com/investors/
Metlife800-638-7732https://www.metlife.com/
Nationwide877-669-6877https://www.nationwide.com/
NetX Investor  (All Persing / Brokerage Statements
Including Hanlon Accounts beginning with 4Z7)		888-406-5444, Option 5https://www.netxinvestor.com/
NorthAmericanLife: 877-872-0757
Annuity: 866-322-7069		https://www.northamericancompany.com/
Northstar Healthcare Income877-940-8777https://www.northstarhealthcarereit.com/
Pacific Oak (Previously KBS)844-377-5783https://pacificoakcapitalmarkets.com/
Pacific LifeLife Insurance: 800-347-7787
Annuities: 800-722-4448		https://www.pacificlife.com/
Prudential866-599-2871https://ssologin.prudential.com/
Reliance Standard800-351-7500 https://www.reliancestandard.com/home/
SEI610-676-1000https://www.seic.com/
SILA Realty Trust833-404-4107www.computershare.com/sila
Strategic Storage877-327-3485www.StrategicREIT.com
Steben / LoCorr Fund Management630-954-1919https://www.steben.com/
https://www.navconsulting.net/
Sun AmericaSee AIG / CorebridgeSee AIG / Corebridge
Symetra800-796-3872https://www.symetra.com/
Talcott Resolution (Previously Hartford Life)Inforce: 800-862-6668
Annuitized: 877-372-2935		https://www.talcottresolution.com/
Transamerica800-797-2643https://www.transamerica.com/
TriLinc Global Impact Fund866-292-9452https://trilincglobalimpactfund.com/
Venerable (Previously Voya / ING)800-366-0066www.venerable.com
West Coast Life Insurance (My Protective)Annuity: 888-340-3428
Life: 877-778-3500		https://www.myprotective.com/