Client Solutions Center

Smart Advice Client Focus®

Important Tax Information

2020 TAX FILING SEASON UPDATE 

The IRS has postponed the start of filing season by about two weeks. The IRS will not begin accepting returns until Friday, February 12, 2021.

Tax Form Estimated Delivery Schedule

This document provides our best estimate of when you will receive tax information related to your Washington Trust Wealth Management accounts.

Access Delivery Schedule

Roth IRA Amendment

Download the 2020 amendment to the Washington Trust Wealth Management Roth IRA contract document.
Download the 2019 amendment to the Washington Trust Wealth Management Roth IRA contract document.

Roth Beneficiary IRA Amendment

Download the 2020 amendment to the Washington Trust Wealth Management Roth Beneficiary IRA contract document.

IRA Amendment

Download the 2020 amendment to the Washington Trust Wealth Management Traditional IRA contract document.
Download the 2019 amendment to the Washington Trust Wealth Management Traditional IRA contract document.

Beneficiary IRA Amendment

Download the 2020 amendment to the Washington Trust Wealth Management Traditional Beneficiary IRA contract document.

 

If you have any questions about these tax documents, contact Kimberly I. McCarthy, Esq., Senior Vice President and Chief Tax and Benefits Officer, Head of Wealth Management Client Services at (401) 654-4815.

 

Contact Us

 

We build advanced strategies focused on your financial goals.

Meet Our Team

Subscribe to Our eNewsletter
Loading

Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency