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When will I receive my tax statements, like my 1099?

Most tax forms will be available by mid-February.  As a reminder, not all 1099 forms for all accounts are available at the same time.

Click on the Custodian below for their mailing dates for tax statements.

I completed one of the following in 2021:

  • Qualified Charitable Distribution (QCD)
  • Roth Conversion
  • ”Back Door” Roth Contribution
  • Charitable Gift of Appreciated Assets

If you made any of the above transactions in 2021, we will send you a letter detailing the transaction. Please provide this letter to your tax preparer.  This letter was mailed January 27, 2022.

Schwab Charitable Donor-Advised Fund

For clients with a Schwab Charitable account, all contributions and grants will be detailed on a Summary of Account Activity report available in mid-February. You will either receive this via US mail or it will be available online, depending on the delivery preference you previously selected.

These links are for informational purposes only. It is not intended, and should not be constructed, as a recommendation or legal, tax or investment advice. You should consult your tax advisor to answer questions about your specific situation or needs.