Tax Forms
It's that time of year where everyone is gathering their tax information and starting to wonder when and where they can access their TD Ameritrade and Schwab tax forms. This year is a bit different and will be the only year that you need tax forms
from both TD and Schwab, so at least that is some good news!
For everyone looking 1099-Rs for their IRAs, those should be available and can be accessed online through your Schwab account. If you cannot access them, no worries, we are more than happy to get them for you.
For those with indvidual accounts, trusts, or other brokerage accounts that require tax forms with
revisions, those should be available by the middle of February. Again, if you need help accessing them, just let us know.
Hope everyone has a happy tax season, if you questions, as alwasy we are to help and point you into the right directions.
