© 2022 SEI
7
March 2023 — Key Dates and Deadlines
Friday, March 10
›
Final 2022 Tax Form 1099-DIV, 1099-INT, 1099-OID and 1099-B wave. Generally for accounts holding Widely
Held Fixed Investment Trusts (WHFIT).
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The 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be available on www.SEIAdvisorCenter.com for
Advisor firm users and www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors.
›
The third wave of 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be mailed to investors.
›
First set of revised 2022 SEI Private Trust Company Tax Packages, reflecting industry-provided income
reallocation and return-of-capital adjustments, will be mailed to investors and available for advisor review on
www.SEIAdvisorCenter.com on March 11, 2022.*
Tuesday, March 15
›
Tax Forms 1099-DIV, 1099-INT, 1099-OID and 1099-B Tax Packages for accounts holding Widely Held Fixed
Investment Trusts (WHFIT) postmarked and mailed to investors.
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A bulk download of all remaining 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.
Friday, March 17
›
Last day for Revised 2022 SEI Private Trust Company Tax Packages, reflecting industry-provided income
reallocation and return-of-capital adjustments, to be provided by third-party mutual fund companies to SEI
Private Trust Company.*
›
The 1099DIV, 1099INT, 1099B, and 1099 OID tax forms will be available on www.SEIAdvisorCenter.com for
Advisor firm users and www.AccessMyPortfolio.com and Investor.SEI-Connect.com for investors.
Thursday, March 31
›
Final round of revised 1099s, reflecting industry-provided income reallocation and return-of-capital
adjustments, will be postmarked and mailed to investors.*
*Issuers of 'collective' instruments, including Mutual Funds, REITs and Unit Investment Trusts, occasionally revise
factors after reporting them to SPTC. If this occurs SPTC is required to revise any previously issued 1099. SPTC will
update the tax forms as soon as a factor correction is received and make it available to the client. SPTC is not
able to predict when issuers need to make revisions to correct previously provided fund factor information.
