Charter Trust’s in-house tax team offers timely reporting to clients so that their tax deadlines are met. For agency, custody, and investment management accounts, our 1099 Forms arrive timely and show your income summary, your income details and 1040 line references. For trust accounts, our Schedule K-1 reports show tax line cross referencing, municipal interest breakdowns and State reporting details. In addition, Charter Trust employees are available to assist when questions arise.
