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Form 5305-S online Fort Collins Colorado: What You Should Know

The information you enter on this page must be complete and accurate. Failure to submit the required information will be considered incomplete and invalid. All investment products are subject to applicable margin, interest, and expense limitations, including tax (income) limitations. Please note that the value of an investment may fluctuate for many reasons, including changes in interest rate or market conditions, a reduction in the number of shares being purchased, a reduction in the amount to be redeemed from your account, and any other change in the value of the underlying asset. We cannot guarantee an investment's return, which may be lower or higher than the amounts quoted. Please consult your financial advisor for the actual results that could result from investing in a particular investment. If you have not opened an account before, please fill out the form and email to [email protected]. If you require additional assistance, you may call the Taxpayer Services Division at or email [email protected] at least one business day prior to your return to determine if we are able to assist. You will receive an IRS Form 1099-DIV on either the 30th (business day) of the month following your return or 30th of the month after your return, whichever is later. We use the term “Account” or “SEP Account” in references to these plans. This term refers to an individual retirement account, or Individual Retirement Account, that is an independent investment in your name. The term accounts is used interchangeably with SIMPLE IRA plan. The plan must be in good standing (that is, in a position to pay dividends, earn interest, and provide liquidity) for the three years following receipt of the 1099-DIV. A current and complete copy of the plan's annual report (if applicable) may be sent to the Taxpayer Services Division at. An account becomes established when the taxpayer has filed Form 5595, IRS Form 5595-S, IRS Form 5665, 1099-DIV, 1099-MISC, 1099-RISC, 1099-X, or 1099-FISC. An individual shall establish an account only if the aggregate net value of the individual's holdings in the plan (not including an IRA) exceeds 25,000 for a plan year.

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