TD Ameritrade has indicated that tax forms have been posted and mailed. All clients that have taxable accounts (individual, joint, or trust) will receive 1099 tax documents by mail, in addition to them being posted online. In most cases, cost basis information will be provided on the consolidated 1099 forms. Clients that have taken distributions from IRA accounts (this includes Roth conversions) will receive 1099-R tax forms.

The easiest and quickest way to get your 1099s is to go to the TD Ameritrade client websiteClick here to log into your TD Ameritrade account. There is a “forgot password” link there, if you need it. Please be aware that tax documents will NOT be posted to the Blueleaf web portal. 

This is what the envelope will look like for TD Ameritrade accounts:

And yes, we super duper PROMISE that you get this in the mail unless you are a tiny percentage of people that signed up for electronic tax statements, which is almost no one.

If you do not have a taxable account and you have not taken money out of your IRA, you will not receive a 1099 form. Contributions do NOT trigger 1099s.

For clients with accounts held at Interactive Brokers or Betterment, the process is the same as above. The easiest way to get your 1099s is to access them online.

Please keep an eye out for your tax documents when checking your mail. As always, do not hesitate to contact us with any questions, or to assure that we have the right address on file for you. You may contact Hannah for administrative questions at [email protected] or at 608-234-4127.

The Walkner Condon Team