Advisor Flipbooks

2022 Year-End Calendar

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© 2022 SEI 9 May 2023 — Key Dates and Deadlines Friday, May 29 › Updated 2022 Form 5498s tax forms will be available on www.SEIAdvisorCenter.com for Advisor firm users and www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors. Wednesday, May 31 › Updated 5498s will be postmarked and mailed to IRA participants. If you have any questions about the SEI tax reporting process or any of the materials in this announcement, please contact your SEI representative by calling 800-734-1003. Information provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association, for general guidance only. SPTC is a wholly owned subsidiary of SEI Investments Company. Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

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