Client Support

Information and support for services available to you as well as answers to commonly asked questions regarding your investment accounts.

Mailing Instructions

For Direct Deposits into your account: Please reference your account number on the memo line of the check.

Overnight (FedEx) Address:                                                                   
LPL Financial
ATTN: M Desk
1055 LPL Way
Fort Mill, SC 29715

Regular Mail Address:
LPL Financial
ATTN: M Desk
P.O. Box 6575
Fort Mill, SC 29715-6575

*Note: If mailing documents to our office please reference our contact page for our two branch offices and their associated addresses.

Account View Information

Accessing your Account View is easy. Please click Client Login. This will redirect you to your Account View login page. If you are having any trouble accessing your account, please call and we can assist you in unlocking your account and resetting your password.

Wealth Management Portal

To access your Wealth Management Portal please click here. For additional help or troubleshooting, please call our office.

Tax Calendar and Deadlines

Key dates from the federal tax calendar:

January 16, 2017:

Deadline for 4th quarter estimated tax payments for 2016.

Who’s it for?

Self-employed individuals or businesses that need to make quarterly tax payments.

 

February 1, 2017:

Deadline to send out W-2 for your employees and 1099s for your contractors, and file to the IRS (either electronically or on paper).

Who’s it for?

Form W-2: If your business has employees, you will need to submit copies of their W-2s to the IRS.

Form 1099: If your business employs independent contractors, you will need to submit copies of their 1099s to the IRS. (Read below for exceptions.) Here’s how to prepare 1099s for your contractors.

  • To determine which form to send, reference this 1099 vs. W-2 calculator.
  • Beginning with 2016 tax returns, the IRS has changed filing deadlines for W-2s and 1099s, combining them into a single deadline earlier in the year.
  • If you’re filing Form 1099-MISC and Box 7 (Nonemployee Compensation) is empty, you may file the return on February 28.

 

February 28, 2017:

Deadline for mailing mail out Forms 1099 to the IRS on paper. (Provided you’re not required to meet the earlier February 1 deadline.)

Who’s it for?

Form 1099: If your business employs independent contractors, you will need to submit copies of their 1099s to the IRS.

 

March 15, 2017:

Deadline for corporate tax returns: Forms 1120, 1120S, and 1065.

Who’s it for?

Form 1120: If you’re a C-corporation, where shareholders are taxed separately from the business.

Form 1120S: If you’re an S-corporation, where shareholders are taxed for profits.

Form 1065: If your business is in a partnership.

  • This is also the final deadline to request a 6-month automatic extension. To do so, you must file Form 7004 and cite an estimated tax.
  • If you want to register your business as an S-corporation beginning in the 2017 calendar year, you must file Form 2553 by this date.

 

March 31, 2017:

Deadline for electronic filing of Forms 1098 and 1099s (with the exception of 1099-MISC).

 

April 18, 2017:

Tax Day

For self-employed individuals:

Deadline for individual tax returns using Forms 1040, 1040A, 1040EZ.

For C-corporations:

Final date to make payments for the 2016 calendar year, and to deposit the first installment of taxes for 2017.

  • Last day to make a contribution to your traditional IRA, Roth IRA, Health Savings Account, SEP-IRA, or solo 401(k) for the 2016 tax year.
  • Individuals: To request an automatic 6-month extension, file Form 4868. Remember, you must still make an estimated tax payment by April 18.

Who’s it for?

Forms 1040, 1040A, 1040EZ: If you’re an individual filing your earnings for 2016.

 

June 15, 2017:

Deadline to make estimated tax payments for the 2nd quarter of 2017.

 

September 15, 2017:

Deadline to make estimated tax payments for the 3rd quarter of 2017.

If you requested an extension, this is your final deadline to file corporate tax returns for 2016 using Forms 1120, 1120A, and 1120S.

 

October 16, 2017:

Self-employed Individuals:

If you requested an extension, this is your last day to file tax returns for 2016 using Forms 1040, 1040A, and 1040EZ.

C-corporations:

If you requested an extension, this is your last day to file tax returns for 2016 using Form 1120.

This is the final day the IRS will accept an electronically filed tax return. If you miss the deadline, you will have to file by paper.

 

December 15, 2017:

Deadline to make estimated tax payments for the 4th quarter of 2017.

 

Retirement Contribution Limits
Tax Year 2017 2016
IRA Contribution Limit
219(b)(5)(A) – Under Age 50
5,500 5,500
IRA Catch-Up Contribution Limit
219(b)(5)(B) – Age 50 or Over
1,000 1,000
SIMPLE IRA Maximum Contributions
408(p)(2)(E) – Under Age 50
12,500 12,500
SIMPLE IRA Maximum Catch-Up Contribution
414(v)(2)(B)(ii) – Age 50 or Over
3,000 3,000
Coverdell ESA Contribution Limit * 2,000 2,000
Employer Defined Contribution Limit
415(c)(1)(A)
54,000 53,000
Elective Deferral Limit
402(g)(1)
18,000 18,000
Elective Deferral Catch-Up Limit
414(v)(2)(B)(i)
6,000 6,000
Annual Compensation Cap
401(a)(17)/404(I)
270,000 265,000
SEP Minimum Compensation
408(k)(2)(C)
600 600
SEP Maximum Compensation
408(k)(3)(C)
270,000 265,000
457 Elective Deferrals
457(e)(15)
18,000 18,000
Defined Benefit Limit
415(b)(1)(A)
215,000 210,000
Highly Compensated Employee (HCE)
414(q)(1)(B)
120,000 120,000
Key Employee
416(i)(1)(A)(i)
175,000 170,000
Taxable Wage Base 127,200 118,500
Glossary of Investment Terms

View Glossary here.

IRS Links

View IRS resource links here.