It's that time of year again, when the cold weather seems endless, the holidays have passed and Uncle Sam is knocking on the door asking for his share of last years pie. At Heritage Trust, we work efficiently to prepare for this time of the season.
We want to remind our Trust clients that we will be sending out Trust K-1 Tax Statements to you for use in your own personal tax filings, and to expect them during the week of
March 16, 2020
, however those trusts which have investments in pass-through entities may be delayed beyond that date due to the necessity of obtaining their own incoming K-1’s. Please don't hesitate to contact us and ask questions regarding your prospective tax filings and what to expect.
