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Welcome to Condon Sullivan's Tax Resource Center!

Our team is here to help you locate your investment documents and stay organized for the upcoming tax season. Below you will find information on the following:

  • 2024 Contribution Limits 
  • How To Access 1099 Forms
  • Step-By-Step Guides to access forms on various platforms

Still have questions or need help? Scroll down the page to contact us, orclick here.



What's New: 2024 Contribution Limits

The contribution limit for employees who participate in 401(k), 403(b), and most 457 plans, as well as the federal government's Thrift Savings Plan is increased to $23,000, up from $22,500.

The limit on annual contributions to an IRA increased to $7,000, up from $6,500. The IRA catch‑up contribution limit for individuals aged 50 and over was amended under the SECURE 2.0 Act of 2022 (SECURE 2.0) to include an annual cost‑of‑living adjustment but remains $1,000 for 2024.

The catch-up contribution limit for employees aged 50 and over who participate in 401(k), 403(b), and most 457 plans, as well as the federal government's Thrift Savings Plan remains $7,500 for 2024. Therefore, participants in 401(k), 403(b), and most 457 plans, as well as the federal government's Thrift Savings Plan who are 50 and older can contribute up to $30,500, starting in 2024. The catch-up contribution limit for employees 50 and over who participate in SIMPLE plans remains $3,500 for 2024.

The income ranges for determining eligibility to make deductible contributions to traditional Individual Retirement Arrangements (IRAs), to contribute to Roth IRAs, and to claim the Saver's Credit all increased for 2024.

Source: https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000


How To Access Your 1099 Investment Tax Forms...

How To Access Your 1099 Investment Tax Forms...

Condon Sullivan Wealth Management & Planning is here to help you obtain your tax information. Below you will find helpful information to access your documents for the following companies:

  • American Funds
  • AssetMark
  • Brinker Capital
  • Betterment
  • Cole
  • Fidelity
  • FS
  • HTK
  • Inventrust
  • John Hancock
  • KBS
  • BNY Mellon / Pershing
  • Pacific Oak / KBS
  • Prudential
  • Penn Mutual 
  • Voya / Venerable

Scroll down to view.


American Funds

American Funds

Instructions To Access Your Tax Documents


AssetMark

AssetMark

Instructions To Access Your Tax Documents

  • Login to your account here.
  • Follow the notification prompts on your screen once you are logged in. 
  • If you need further assistance, contact AssetMark customer support 1-800-664-5345 (choose option 1). A representative will help you login and retrieve the documents to be downloaded – they are unable to send via email. Security questions are randomized.


Betterment

Betterment

Instructions To Access Your Tax Documents

  • Log into your account here.
    • Select ‘Documents’ on the left sidebar
    • Click on ‘Taxes’ tab in the window, top center
    • Download Tax documents for your account
    • Note that the documents will not be available until after February 1st (Forms 1099-R & 1099-INT) or February 16th (Forms 1099-B & 1099-DIV). Betterment’s Tax Calendar is here.
    • If you are using TurboTax or H&R Block software, you can find instructions here.
    • If you need further assistance, contact Betterment customer support 646-600-8263.


BONUS READING: Why are there so many transactions on my 1099-B?

Why are there so many transactions on my 1099-B? Find details here.


Brinker Capital

Brinker Capital

Instructions To Access Your Tax Documents

  • Call Brinker's customer support center 1-800-333-4573 (choose option 3).
  • A representative will ask for the account #, SSN & DOB to verify ID. They are able to send out the documents via email once verified.

Important Dates As Per Brinker: 

  • 5498 contributions and market value timings – available after 1/21.
  • 1099R’s – available online after 1/21.
  • 1099 informational tax statements – available after 2/13.


Fidelity

Fidelity

Instructions To Access Your Tax Documents


    John Hancock

    John Hancock

    Instructions To Access Your Tax Documents


    Hornor, Townsend & Kent, LLC (HTK)

    Hornor, Townsend & Kent, LLC (HTK)

    Instructions To Access Your Tax Documents

    • If your statement reads HTK at the top, you must login to view at Pershing. 
    • Please follow the instructions for Pershing (below). 


    Pershing

    Pershing

    Instructions To Access Your Tax Documents

    • Log into your account here.
      • If you have not previously logged into this website before, please call our office (781-552-4900) so we can assist you with initial online account setup.

    • Visit the Tax Resource Center online here.

    How to Download Pershing tax documents into TurboTax (Please note this option is only available for Turbo Tax premier or higher)

    Ask us how to sing up for paperless statements!

    Once you get to the “Wages & Income” portion of your tax return, below are some instructions to follow:

    1. Click on “Add” on the Dividends on 1099-DIV section
    2. Select “Add Broker or Payer”
    3. Search for “NetXInvestor (Pershing)” on the search bar, Click “Continue”
    4. Enter “5HK” for Financial Institution Number, your User ID, and Password and click “Continue”. If it’s your first time logging in, please complete the ‘Pershing Online Registration Guide’ temporary password and login instructions will be emailed to you separately.
    5. Next select the 1099s to download into Turbo Tax and click “Import Now” and click “Done”
    6. From there continue your tax returns and contact their customer support team if additional assistance is needed. 

    Ask us how to sing up for paperless statements.


    Penn Mutual

    Penn Mutual

    Instructions To Access Your Tax Documents


    Prudential

    Prudential

    Instructions To Access Your Tax Documents


    Voya / Venerable

    Voya / Venerable

    Instructions To Access Your Tax Documents

      • Log into your account here.
        • Select ‘Individual Investors’ upper left-hand corner 
        • Select ‘Account Access’ upper right-hand corner
        • Under ‘My Account’ Select ‘Access Account’
        • Sign in with your existing User ID on the left, or selection ‘Register’ under get online access
      • If you need further assistance, contact Voya customer service 855-663-8692.


    REITs / OTHER: 

    Cole

    Instructions To Access Your Tax Documents

      • Tax forms will be mailed after Feb 1st.

      • For further assistance, call Cole customer support 866-907-2653 (option 2 , then option 1).



    FS

    Instructions To Access Your Tax Documents

      • Documents will be mailed as soon as possible. No exact date has been provided at the time of this writing. 

      • For further assistance, call FS customer support 877-628-8575 (option 1).




    Inventrust

    Instructions To Access Your Tax Documents

      • Tax forms will be mailed after Feb 15th.

      • For further assistance, call Inventrust customer support 855-377-0510. 





    KBS Reit I & KBS REIT II

    Instructions To Access Your Tax Documents

      • Tax forms will start to be mailed starting mid-february.

      • For further assistance, call KBS customer support 866-584-1381.




    Pacific Oak / KBS Strategic Opportunity 

    Instructions To Access Your Tax Documents

      • Documents will be mailed as soon as possible. No exact date has been provided at the time of this writing. 

      • For further assistance, call Pacific Oak customer support 844-377-5783.

      • For further assistance, call KBS customer support 866-584-1381.



    Have Questions? 

    Have Questions? 

    If you need assistance, contact Casey (csciortino@condonsullivan.com) or Zuly (zfeliz@condonsullivan.com) by phone 781-552-4900. 


    Additional Tax Resources

    Tax Articles

    Tax Articles


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    Tax Forms

    Tax Forms


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