Timing of Tax Packages
We are currently preparing your tax package and should have it mailed to you early next week. The tax package we mail out includes any 1099s provided by TD Ameritrade as well as our in-house report detailing any taxable gains or losses in your account. Our in-house report has more complete cost basis information than TD Ameritrade provides. As a reminder, you will only receive a 1099-R if you have withdrawn funds from a retirement account. The last item included in the tax package is a list of the fees you paid us over the year.
TD Ameritrade may issue corrections to 1099s. If we see that you have a Corrected 1099 on TD Ameritrade, we will see that it gets to you quickly.
If you have any questions about your tax package or if you'd like for us to speak with your CPA, please let us know.