DUE DATE: December 21st (or next Business Day).
After completing the All Associates download on December 21st and the EOY Update, please print the Profit Share Statements (Print – Statements) as well as the reports listed below. Distribute these reports to the associate immediately with a note to review to ensure their Current Year Awards (for individuals) and IRS Form 1099 information is correct.
- Profit Share Statement (Print- Associate Reports -Statements)
- Print Year End – Profit Share History Report
- Print a DA List by Agent Name and TIN (Print – DA Reports – DA List, sub-total by Agent Name and Tax ID #). Print a new page of posted DAs for each associate and sort by DA number from 1/1/YYYY through the date you print the Profit Share History Report (Year End- Profit Share History).
- Remind your associates to please review the reports and confirm that their tax ID numbers, addresses, and 1099 totals are correct. It is important to have accurate information entered in WinMORE before transmitting December data.
A sample form is on KWConnect – Resources – MCA – MC Operations.