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 2017 Tax Reports on your custodian’s website as soon as they are available.

Charles Schwab
  • Go to www.schwab.com

  • Login

  • Go to Statements

  • Select “Tax Forms” under Document Type

TD Ameritrade
  • Go to www.advisorclient.com

  • Login

  • Select your account from the menu

  • Hover over “My Account” on the top left

  • 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 2017 tax return.

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