Go to Client Services > Account Documents > Edit. That’s where tax alerts come in-sign up and you’ll get a text as soon as your document is available.įIGURE 1: SETTING UP TAX ALERTS. But often forms are ready earlier, and TD Ameritrade provides them before that date. Starting with the 2008 tax year, the IRS decided brokers have until February 15 to postmark 1099s. First, to shatter a myth, brokers do not need to make 1099s available by the end of January. To add to the confusion regarding tax documents, there isn’t necessarily a set date when they’re ready. Plus, some tax strategies, such as making an IRA contribution for the previous tax year, might depend on knowing your current tax status as soon as possible. Savvy traders and investors typically want to wrap up the previous tax year as soon as possible so they can move on to the current one. Tax rates, forms, and filing requirements sometimes change from year to year. “Am I getting a 1099 from TD Ameritrade, and if so, when?” In January of each year, this is perhaps the top question that comes in through our call centers and for good reason. TD Ameritrade provides information and resources to help you navigate tax season. The key to filing taxes is being prepared.
