Where Are My Tax Forms? If the form you are looking for is not listed, please call our office.
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1 Where Are My Tax Forms? If the form you are looking for is not listed, please call our office. Investment Company Tax Form Title Typically Postmarked By Contact For Missing Forms Adageo Energy Does not anticipate generation of any tax reporting forms for 2014 Allianz (800) Allianz 5498 for year end value May 31st (800) Altegris K-1 March 31st (858) American Equity (888) American Equity 5498 for year end value May 31st (888) American Realty Capital AmeriFunds K-1 JULY (888) Apartment Trust of America APX Energy K-1 March 1st
2 ARC BDCA ARC Healthcare Trust Behringer Harvard (214) Bradford Drilling Assoc. K-1 March 31st (800) CNL Corporate Capital Trust (855) CNL Lifestyle Properties 1099 March 31st (855) Cole Real Estate Investment (866) Columbia Property Trust Inc (fka Wells REIT II) (855) Community National Bank (800) Cottonwood Residential (801) Cottonwood Residential K-1 March 31st (801) Cypress Equipment Funds K-1 March 31st Cypress Income Funds (866) (866) EquiTrust (866) EquiTrust 5498 for year end value January 31st (866) FS Investments (877) Gemini K-1 March 31st (212)
3 Great American (800) Great American 5498 for year end value May 31st (800) Griffin American Healthcare REIT II (888) Griffin Capital Essential Asset REIT (888) Gulf South Holding 2010 K-1 March 31st Gulf South Holding 2011 K-1 March 31st Gulf South Holding 2012 K-1 March 31st Healthcare Trust of America Cost Basis Report Upon Request Hines Real Estate Investments Inc (888) ICON Capital, LLC K-1 March 31st (800) ING 1099 February 11th (800) Inland American Real Estate Trust (877) ITS Asset Management (800) ITS Asset Management Substitute Schedule D-1 February 15th Request from Lori IFS KBS Real Estate Investment Trusts (866) Landmark Apartment Trust of America Macquarie Capital K-1 March 15th (888) latinfo@latapts.com (866) investorsmami@macquarie.com
4 Mission Capital Management / TD Mission Capital Management / TD Mission Capital Management / TD 1099 January 31st K-1 Where Applicable 5498 for year end value May 31st Monogram Residential Trust (469) National Financial Services (Kalos) 1099 for distributions; 5498 for IRA year end value Noble Royalties Access Funds K-1 March 31st Noble Royalties Direct Title Properties January 31st (678) (877) (877) NorthStar Realty Finance 1099 February 28th (877) Pershing, LLC (888) Phillips Edison & Company Platinum Energy K-1 March 31st (800) Rainier Capital Management Rainier Capital Management K-1 Early April (866) investorrelations@rainiercapital.com (866) investorrelations@rainiercapital.com Security Benefit (800) Security Benefit 5498 for year end value May 31st (800) SmartStop Self Storage U.S. Energy Development Corporation (866) Non Retirement Only Call Custodian for IRA K-1 March 31st (800)
5 United Development Funding (800) Western United Western United 5498 for year end value May 31st (800) (800) National Financial Services (Kalos Capital) for all holdings within your NFS IRA National Financial Services Form 5498 does not reflect the RMD amount. Monthly statements reflect RMD amount to be taken. Investment Companies should send tax forms for IRA accounts directly to the custodian. If you receive a tax form for an IRA investment, contact your custodian to confirm they received a copy as well. Community National Bank - for all holdings within your CNB IRA Pershing LLC (Madison Avenue Securities Statements) for all holdings within your Pershing IRA If you do not receive any tax forms, it may be indicative of a lack of taxable events in your account. Custodians must send Copy B of Form 5498 by to the client by June 1, and furnish fair market value information and RMD, if applicable, by Feb. 2 of the same year, according to the IRS.
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