Tax Documents by February 20th...

January 25, 2017

 

  If you have a retirement account (IRA or ROTH) and have taken distributions in 2016, you can expect to receive your 1099R from T.D. Ameritrade by the end of January.

 

And, if you have a non-retirement account (individual, joint or trust) that has generated more than $10 in dividends & interest, then you will receive a consolidated 1099 from T.D. Ameritrade by the end of February.  It is normal to receive “revised 1099’s” over the next few months that will reflect a few minor changes.    

 

If you have any questions, please contact us mherhold@comcast.net or 810-655-2129.
 

Mark

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