When to Expect Your 1099 Tax Form for 2011
While the official IRS deadline for mailing consolidated 1099s is February 15th , Morgan Keegan has once again asked the Internal Revenue Service for an extended deadline to distribute 1099 tax forms. For almost a decade Morgan Keegan has requested extensions to mail the tax forms to maintain the high degree of accuracy for our tax reporting and reduce the need for subsequent corrections, and each year the IRS has granted the extensions. We currently estimate that the initial mailing of 1099s will take place the week of February 20th.
1099-R forms for IRAs have already been mailed.
If you have any questions about your 1099 or 1099-R, please contact your Morgan Keegan financial advisor.
Posted February 1, 2012
RAYMOND JAMES TO ACQUIRE MORGAN KEEGAN & COMPANY
Raymond James Financial, Inc. has entered into a definitive stock purchase agreement to acquire Morgan Keegan & Company, Inc. and related affiliates from Regions Financial for $930 million, expanding both its private client wealth management and capital markets businesses.
Posted January 11, 2012
Letter to Morgan Keegan Clients Regarding the Merger
Posted January 11, 2012
How Your Accounts Are Protected
Morgan Keegan brokerage accounts are protected by the Securities Investor Protection Corporation (SIPC) and by supplemental coverage of up to $124,500,000 obtained through Lloyd’s of London …Take these links to read our client letter (December 2011) or review more detailed information about the protections.
Posted December 2, 2011
A.B. Data has been named the administrator of the RMK Fair Fund settlement funds. To learn more about the Fair Funds claims process, read the press announcement and the Frequently Asked Questions recently posted on the A.B. Data web site.
Posted November 2, 2011
Morgan Keegan has revised its 2010 Morgan Keegan MOR Terms and Conditions Statement. Read an explanation of the changes, additions and corrections.
Posted October 20, 2011
Morgan Keegan CEO John Carson discusses the recent resolution of regulatory matters and the positive outlook for Morgan Keegan in a special letter to clients.
Posted June 22, 2011
What is Secure eMail and Why Are you Receiving it?
Posted June 17, 2011
Cost Basis Reporting to the IRS is Coming Soon!
Posted October 1, 2010
Morgan Keegan’s Stability and Commitment to Our Clients
Posted April 12. 2010
Auction Rate Securities Procedures
Posted August 16, 2007
Financial Support Disclosure for Mutual Funds and Annuities
Updated semi-annually
Business Continuity Plans
Updated annually
Money Market Rates and Prospectuses
Updated Periodically
