Where applicable for accounts that are included in various stages of the 990-T filing process, we'll send you the following notifications, as necessary:
Initial notification letter, identifying which accounts and securities are under review for a potential 990-T filing.
Notification of the Employer Identification Number (EIN) assigned and when 990-T extension (Form 8868) has been filed on your IRA's behalf.
Notification 990-T filing and tax payment due, when applicable.
Notification 990-T filing was not required, when applicable.