© 2022 SEI
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Monday, February 20
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SEI holiday, OFFICE CLOSED
Tuesday, February 21
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A bulk download of all currently available 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be available
on www.SEIAdvisorCenter.com for Advisor firm users. This bulk download will not include previously produced
1099 tax forms. Those tax forms will still be available on the previously produced bulk tax form download.
Friday, February 24
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SEI Private Trust Company will be producing a third wave of 1099DIV, 1099INT, 1099B, and 1099 OID tax forms.
SEI will only include tax forms for accounts which we have received all the ROCR and IR factors for all
holdings.
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The third wave of 1099DIV, 1099INT, 1099B, and 1099 OID tax forms available on www.SEIAdvisorCenter.com
for Advisor firm users and www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors.
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The second wave of 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be mailed to investors
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If an account does not have a 1099 form produced on February 26 it is because the account holds a Widely
Held Fixed Investment Trusts (WHFIT). For accounts holding WHFIT's please refer to the March 11 date below.
Monday, February 28
›
A bulk download of all currently available 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be available
on www.SEIAdvisorCenter.com for Advisor firm users. This bulk download will not include previously produced
1099 tax forms. Those tax forms will still be available on the previously produced bulk tax form downloads.
