Certain investments, like REITs, UITs, and mutual funds, may have income reclassified by issuers, often causing amended tax statements. This reclassification involves changes in the tax treatment of distributed income, such as depreciation adjustments, capital gains, or dividends. For guidance on receiving an amended Form 1099, consult the MEXEM Knowledge Base.
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.