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Here is a brief overview that highlights some of the key changes, as well as some additional detail regarding the specific provisions.
January 20 & 27
Accounts with the simplest tax information and not subject to income reclassification.
February 3, 10, 17, & 24
Accounts holding more complex securities, for which issuers provided final tax information after January 28.
March 3, 10, & 17
Accounts where security issuers did not furnish tax information to LPL Financial in time for the anticipated February mailing deadline.