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Tax Reporting

January 11, 2017


The Presbyterian Foundation prioritizes tax reporting according to the IRS deadline for the specific tax form.  Example: Charitable Gift Annuities 1099’s for are due to the income recipients by January 31.  The remainder tax reporting forms are due by April 15.  The Presbyterian Foundation makes every effort to have all tax reporting documentation to the donor and client no later than March 15 in order to allow sufficient time for the client to provide the information to their tax preparer.
 
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