Tax Resources

Tax season can be overwhelming. To help, we’ve collected some resources to help you in preparing and filing your taxes. If you have any further questions or concerns regarding your HilltopSecurities tax documents, please contact your financial professional. For any other tax-related questions, consult your tax advisor.

Online Tax Documents

HTS will distribute Form 2439 to retail accounts who are recipients of undistributed Long Term Capital Gains from RICs (Regulated Investment Companies) and REITs (Real Estate Investment Trusts):

HTS will file the Form 990-T with the IRS on behalf of IRA accounts who received an undistributed Long Term Capital Gain from a RIC (Regulated Investment Company) or a REIT (Real Estate Investment Trust). Once the IRS funds are received by HilltopSecurities, the firm will in turn credit the IRA account their portion of the refund (This credit is a non-reportable contribution event for the IRA account):

Every October HilltopSecurities will receive a B-Notice from the IRS. If you are on this notice and your information has not already been corrected in our system, you will receive either the first or second B Notice letter:

Client Resources

To make informed financial decisions, you need the right financial resources. HilltopSecurities can help. As a client, you have access to money markets and rates, electronic document delivery, financial guides, easy online account access and the ability to integrate with popular tax and budgeting software.

And, as part of our ongoing dedication to enable you to take the reins on your financial future, we’ve curated some firm-specific guides for common tools on finance related processes.

Take a moment to browse these user-friendly tools and reach out to your HilltopSecurities representative if you have any questions.

Turbo Tax Guide
H&R Block Guide
MOmentum Client Momentum Mobile FAQs
Momentum Client eDelivery Enrollment Guide

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