© 2022 SEI
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January 2023 — Key Dates and Deadlines
Monday, January 2
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SEI holiday, OFFICE CLOSED
Friday, January 6
›
Projected 1099B, 1099DIV, 1099INT, and 1099OID tax forms will be available on www.SEIAdvisorCenter.com.
Monday, January 09
›
2022 Required Minimum Distribution (RMD) Report available to advisors through the
www.SEIAdvisorCenter.com RMD dashboard.
Monday, January 16
›
SEI holiday, OFFICE CLOSED
Friday, January 20
›
1099R tax forms available on www.SEIAdvisorCenter.com for Advisor firm users and
www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors.
›
5498 tax forms available on www.SEIAdvisorCenter.com for Advisor firm users and
www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors.
Monday, January 23
›
A bulk download of all clients 1099R and 5498 tax forms will be available on www.SEIAdvisorCenter.com for
Advisor firm users
Wednesday, January 25
›
Final deadline for cost basis information to be submitted to SEI Private Trust Company in order for the updates
to be reflected in 2022 tax reporting.
Tuesday, January 31
›
1099-R and 5498 tax forms will be postmarked and mailed to end investors by this date.
›
2022 Required Minimum Distribution (RMD) notification letters postmarked and mailed to IRA investors (as
appropriate) by this date.
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December 31, 2022 Fair Market Value letters for IRA investors postmarked and mailed by this date.
