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Clients that had managed accounts prior to our custodial change to Fidelity will also receive tax forms from NFS.  Most accounts transitioned to the Fidelity platform last fall which means these tax forms will be for a partial year and you’ll also receive a Fidelity statement as noted above. 


Anticipated Availability of Tax Forms 

  • Qualified Accounts – early to mid February 
  • Non-Qualified Accounts – released in 3 waves from mid-February to mid-March 


Instructions to Access Tax Forms on

NFS – Tax Forms Instructions


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