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 1st, 2023 – September 4th, 2023)
- One from Schwab—for post-conversion reportable activity (September 5th, 2023 – December 31st, 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. Â
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.