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

Most tax forms will be available by mid-February.  A few years ago, the IRS deadline was extended from January 31 to February 15. As a reminder, not all 1099 forms for all accounts are available at the same time.

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

Did you complete one or more of the following in 2023?

  1. Qualified Charitable Distribution (QCD)
  2. Roth Conversion
  3. "Back Door" Roth Contribution
  4. Charitable Gift of Appreciated Assets

If you made any of the above transactions in 2023, we will mail you a letter detailing the transaction late January/early February. Please provide this letter to your tax preparer.

Do you have a 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.