NewSquare Capital 2017 Tax Form Mailing Information

Happy New Year!
As tax season is upon us please see the information below to identify what you will be receiving from NewSquare to appropriately file your return.
Accounts held at National Financial Services (NFS) for all of the 2017 calendar year
(1) 1099 directly from National Financial Services (NFS).
BRAND New Accounts opened at Schwab in the 2017 calendar year
(1) 1099 direct from Charles Schwab.
Accounts converted from National Finacial Services (NFS) to Charles Schwab in the 2017 calendar year
MAY expect to see two 1099 forms — (1) 1099 direct from NFS and (1) direct from Schwab.  This is dependent on account type, as well as withdrawals.
  • Non-qualified accounts should expect to receive two tax packages for 2017, (1) direct from NFS and (1) direct from Charles Schwab.
  • Qualified accounts tax packages will be dependent upon if withdrawals were taken at either custodian. We are happy to help you identify those accounts.
NewSquare will provide the outlined mailing schedule when available from NFS.  Once available, you can also access your NFS tax forms (exclusing K-1s) at Wealthscapeinvestor.com.
*Note – Last year (2016) the first mailing went out on 1/23/17.
Please click HERE to view the Charles Schwab 1099 Mailing Schedule.  You can also access your Charles Schwab tax forms (excluding K-1s) at Schwaballiance.com.
  
Accounts Receiving K-1s
 
ETFs:
  • K-1’s will be generated for the following ETF’s held in RELATIVE STRENGTH CONSERVATIVE ONLY (held until January 20th, 2017). K-1s are scheduled to be mailed March 2018.
      • United States Commodity Index (ticker USCI)
      • PowerShares DB Base Metals Fund (ticker DBB)
      • PowerShares DB Energy Funds (ticker DBE)
        Access this K-1 at www.taxpackagesupport.com (requires registration).
Equities:
  • The following equity positions in the DIVIDEND FOCUS strategy will generate K-1s for the 2017 tax year.   K-1s are scheduled to be mailed March 2018.

If you have specific questions as to what you will be receiving please contact a NewSquare Capital Team member at (610)325-5919 or info@newsquarecapital.com.