January 24, 2024

Availability of Your 2023 Tax Documents

As a reminder, if your account was previously held at TD Ameritrade and converted to Schwab in 2023, you may be receiving two Form 1099s for your account.

One from TD Ameritrade—for pre-conversion reportable activity (January 1^st, 2023 – September 4^th, 2023)

One from Schwab—for post-conversion reportable activity (September 5^th, 2023 – December 31^st, 2023)

Delivery of both forms will follow your paperless preferences for Form 1099s. If you are enrolled in paperless delivery, you will receive a notification when your tax forms are available on www.schwaballiance.com, or you will receive tax forms via mail if you have selected to receive paper statements. Please note that this website will contain tax forms from both TD Ameritrade and Schwab.

Here is the schedule of tax form availability. With each production run there is a chance of a corrected tax form. As a result, it is generally advisable to wait until March to finalize your tax return.

	Available Online By	Mailing Begins	Tax Software Export Available
TD AMERITRADE 2nd Production Run	February 2	February 2	February 2
SCHWAB 2nd Production Run	February 16	February 16	February 16
TD AMERITRADE 3rd Production Run	February 16	February 16	February 16
TD AMERITRADE 4th Production Run	February 29	February 29	February 29

If you have any addition questions about your tax forms, please contact us.

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