2018 Tax Information

When will you receive your tax documents?

Different types of investments have different tax reporting deadlines, and this can affect when your tax documents are delivered to you. 


*Mutual funds, REITs (Real Estate Investment Trusts) and UITs (Unit Investment Trusts) can reclassify income paid throughout the year, which may delay the final numbers to be reported. If you hold the Spirit of America Real Estate Fund, the Spirit of America Large Cap Fund, REITS and/or UITs in your accounts, you may want to wait until you receive all your tax documents and revised tax documents, sometime in Mid-March 2019, to file your taxes. 


How long do I have to make a 2018 IRA/Roth IRA contribution?

You have until April 15, 2019 to make 2018 IRA/Roth IRA contributions.