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/or TD Ameritrade you will be receiving them by the end of February. You will also be able to access your 2020 Tax Reports on your custodian’s website by the end of February.

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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 2020 tax return.

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