We may need to amend and re-issue 1042-S forms as additional information becomes available to us. For example, an amended Form 1042-S will be issued to reflect the late announcement by an investment fund that fund units have been reclassified. If we do revise your Form 1042-S, you will receive email notification that there has been a change. A revised form will be posted in Client Portal and resubmitted to the IRS. Consult your tax advisor for further guidance.

Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.