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2011 Morgan Stanley Smith Barney 1099 Consolidated Tax Statements
2011 Morgan Stanley Smith Barney 1099 Consolidated Tax Statements will be mailed February 9th, 2012. Please allow 5-7 business days for delivery.
For your convenience, as of February 10th, you may view and print copies of your tax statements online under Portfolio > 1099s & Tax Documents. This information will also available for download via TurboTax around February 20th.
Note: Clients who have received notification that they will be transitioning to MSSB Online will continue to have access to their 1099 Consolidated Tax Statements when they log into mssb.com with the same user name and password that they currently use on SmithBarney.com. After login, go to Portfolio > Account Documents to view and print copies of your tax statements.
Mutual Fund Partners' Tax Reports
- Alger Funds
- AllianceBernstein
- Allianz Funds
- American Funds
- Arrow Funds
- BlackRock Funds
- Calamos
- Calvert
- Cohen & Steers Funds
- Columbia Management
- Credit Suisse
- Davis Advisors
- Delaware Investments
- Diamond Hill Funds
- Domini
- Eagle Funds (formerly Heritage)
- Federated Funds
- Fidelity Funds
- FPA Funds
- Franklin Templeton
- Forward Funds
- Gabelli & GAMCO Funds
- GE Asset Management
- Goldman Sachs
- Harbor Funds
- The Hartford Mutual Funds
- Henderson
- High Mark Funds
- ING Funds
- Invesco/AIM
- Ivy Funds
- Janus Funds
- Jennison Dryden
- JP Morgan Funds
- Keeley Funds
- Kensington Funds
- Kinetics Asset Management
- Legg Mason
- Lord Abbett
- Mainstay Investments
- Managers Fund
- Manning & Napier
- Munder
- MFS
- Nationwide Funds
- Natixis
- Neuberger Berman
- North Track Funds (see High Mark Funds)
- Nuveen Investments
- Old Mutual Funds
- Olstein Funds
- OppenheimerFunds
- Pioneer Investments
- Principal Funds
- Putnam
- RiverSource Investments
- RS Funds
- Russell
- Rydex Investments
- Seligman
- Sentinel Funds
- Snow Funds
- Tamarack Funds (see Voyageur Asset Management)
- Thornburg Investments
- Touchstone Investments
- Transamerica
- Turner Investments
- Van Eck
- Van Kampen
- Victory Capital
- Virtus
- Virtus
- Voyageur Asset Management
- Wells Fargo Funds
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Our firm and its affiliates are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
For more information, please contact your Financial Advisor.