Tax Information

Tax time is upon us and we want to be sure you have everything you need. If you haven’t already received your 1099s from Charles Schwab and TD Ameritrade you will be receiving them by the end of February. You can also access any 2016 Tax Reports on your custodian’s website as soon as they are available.

Charles Schwab


For Charles Schwab – go to, login, select “History and Statements”, click “Statements and Reports”, click “Tax Forms”.




TD Ameritrade

For TD Ameritrade – go to, login, select your account from the menu at the top of the page, hover over “My Account” in the top left’ scroll down and select “Tax Documents”.


As a reminder, the Form 1099 Composite reports are generated on taxable accounts, and report income and realized gains and losses, as well as management fees and margin interest expense (if any).

Please reach out to your advisor or associate if you have any questions or if your tax preparer needs any additional investment-related information when preparing your 2016 tax return.

Additional Tax Information from TCI Mutual Fund Partners

Dimensional Fund Advisors Mutual Fund Tax Information

Vanguard US Government Obligations

Vanguard Tax-Exempt Dividends by State

American Funds Mutual Fund Tax Information


4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488


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Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574


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Flagstaff, AZ 86001
Phone: (928) 226 -0868


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Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

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Santa Fe, NM 87501
Phone: (505) 982-3808


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Phone: (303) 296-2196
Fax: (303) 623-1144

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Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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