Tax documents for the PHT and IRA Partnership

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We are in the process of mailing out the tax documents for the PHT and IRA Partnership. We started mailing the grantor trust letters on March 15 and should have the rest of them out during the week of March 19. We expect to complete the mailing of the K-1s for the IRA Partnership by March 23. Please note that …

PHT Website Enhancements

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In recent weeks, we’ve made a number of revisions to the PHT website in order to make this site more accessible and easier to navigate. One significant change was made in response to investor requests for improved visibility into maturities. We have added new tools to the Maturities Tables published on the site so they are now sortable and searchable, …

2017 Form 1099s delivered this week

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The Position Holder Trust is in the process of delivering Form 1099s for 2017. These forms reflect payments by either Life Partners, Inc. or the Position Holder Trust during 2017. As with the Form 1099s sent for 2016, we report the gross amount paid only. We cannot determine how much of the payment is taxable to the recipient. The amount …

2017 Year-End Statements

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Magna will post 2017 year-end statements for each investor on the Investor Portal on Tuesday, January 16, 2018. We will not mail or e-mail the statements, so investors will need to log on to the Portal to get their statements. Investors who lack internet access should call Magna customer service to obtain a copy of their statement.