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INVESTOR TAX INFORMATION AND RESOURCES | BNY PERSHING

Investment Solutions


INVESTOR TAX INFORMATION
AND RESOURCES




2023 TAX REPORTING

Your tax information statement, which includes your 1099 forms, will be
delivered during the first few months of the year. BNY Pershing—which provides
tax reporting services on behalf of your financial organization—will begin
mailing 1099 tax statements on January 31, 2024. Depending on your account
activity and portfolio holdings, you may get your 1099 forms later. Please be
aware that some issuers do not make their final distribution information
available until after January. 





TAX RESOURCES AND TOOLS

2023 Tax Guide

none
2023 Sample Tax and Year-End Statement

none
Tax Supplemental Information Tool

none
Royalty Trust Tax Information

none

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ELECTRONIC DELIVERY AVAILABLE FOR TAX DOCUMENTS


Enroll now in electronic delivery (eDelivery) of your tax documents—and stop
waiting for paper documents to arrive in the mail. Benefits include faster and
more secure access to your information, and an easy way to share with tax
professionals after downloading. eDelivery is available for most tax forms,
including 1099-B, 1099-DIV, 1099-INT, 1099-MISC, 1099-OID, 1099-R, 1099-Q, 5498
and 5498-ESA. Log in to view your accounts and select your eDelivery preferences
or contact your advisor to learn more.

This information is not intended to provide legal, tax, accounting or financial
advice or services. We suggest that you consult your tax professional to discuss
the appropriate federal, foreign, state and local tax treatment of your
transactions. Any U.S. legal, tax, accounting or financial-related information
contained in the Sample Statement, Tax Guide, the Resources for Royalty Trust
Tax Booklets or the Supplemental Information Tool was not intended or written to
be used, and cannot be used, for the purpose of (i) avoiding penalties that may
be imposed under the Internal Revenue Code or applicable state or local tax law
provisions or (ii) promoting, marketing or recommending to another party any
transaction or matter addressed in the Tax Guide, the Royalty Trust Tax Booklets
or the Supplemental Information.





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FEATURED SOLUTIONS AND RESOURCES


Strength and Stability

BNY Pershing has been committed to the safekeeping, servicing, segregation and
reporting of client assets for 85 years.

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BNY Pershing is proud to be a part of BNY, a global financial services company.

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News

Recent press releases, BNY Pershing press coverage and media contact
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Information for Investors

Account Balance Inquiries (201) 413-3333

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©2024 Pershing LLC. BNY is the corporate brand of The Bank of New York Mellon
Corporation and may be used to reference the corporation as a whole and/or its
various subsidiaries generally. All rights reserved. Brokerage custody provided
by Pershing LLC, member FINRA, NYSE, SIPC, a BNY Mellon company. Brokerage
services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC.
Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory
services, if offered, may be provided by BNY Mellon Advisors, Inc., an
investment adviser registered in the United States under the Investment Advisers
Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be
provided by Pershing X, Inc. This site provides information for investment
professionals. It is not intended for use by the general public. Trademarks
belong to their respective owners. Products and services described herein are
intended for financial professional use. Pershing provides services to
broker-dealers and registered investment advisors and does not provide services
to the general public.

 

Information provided is for informational and educational purposes only and is
not a recommendation to take any particular action, or any action at all, nor an
offer or solicitation to buy or sell any securities or services presented. It is
not investment advice. Investing involves risk, including the possible loss of
principal invested. Pershing does not provide legal or tax advice. Past
performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks,
uncertainties and assumptions including delivery timing estimates, mock-ups, and
functionality descriptions which remain subject to change without notice.
Although we make such statements based on assumptions that we believe to be
reasonable, there can be no assurance that actual results will not differ
materially from those expressed in the forward-looking statements. Certain
functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such
as trading volume, market conditions, system performance and/or other factors.
Pershing actively monitors the technology environment and endeavors to resolve
issues promptly through various means.

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