Important 2018 Tax Forms Information
AMG National Trust Bank 2018 1099-B, 1099-DIV, 1099-INT & 1099-MISC statements will be mailed out as follows:
• Accounts holding investments in which all the necessary tax information has been received are expected to be printed and mailed by February 15, 2019.
• Any account holding investments that have not provided tax information will be printed and mailed as the information is received beginning February 25, 2019 through March 15, 2019. This affects a small number of accounts and waiting until all information is available reduces the number of corrected 1099s needed.
AMG National Trust Bank 1099R statements will be mailed out by January 31, 2019 and the 5498 statements will be mailed out
by May 31, 2019.
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