Issue link: https://info.seic.com/i/1441941
© SEI 2022 For Intermediary Use Only. Do Not Distribute. 20 Example of a corrected 1099 'DIOB' Example of an Amended 1099-R Example of a corrected 5498: G. How can I find what information was changed on a corrected tax form? When a corrected tax form is issued, there will be a section on page 3 of the tax form called "Summary of Changes from Previous to Current Statement" that shows what box totals were revised from the prior tax form. Separately on the 1099 and the attached tax information statement, the right margin will be marked with a 'C' to specifically show which line(s) were corrected from the prior tax form. This is intended to help the taxpayer determine what specific areas of their tax return may need to be amended. Example of the summary changes: 14. Ongoing support from SPTC A. Are there additional tax resources available besides this FAQ? Yes. SPTC has previously posted the Year-End Calendar and Year-End Tax Preparation and Process documents, which communicate specific tax form delivery dates and other processing deadlines. There are additional resources available on the Advisor Tax Resource center at https://info.seic.com/advisor-tax-resources B. If I receive questions from my clients related to tax information received from SEI Private Trust Company, whom should I contact? You should call your assigned SPTC service team. Each team is committed to meeting your operational and administrative needs. Please call 1-800-734-1003 and authenticate your call using you website username. Your SPTC service team has access to all necessary account information that may be required to assist you in answering questions from your clients. In order for your questions to be systematically tracked and monitored, we request that you do not contact your SEI Sales team for questions pertaining to tax forms. The hours of operation for the SPTC service teams are 8:30 A.M. until 7:00 P.M EST, Monday through Friday. Please refer to the 2022 Year-End Calendar for SEI holidays and early office closings. SAMPLE SAMPLE SAMPLE SAMPLE