We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 17th through Feb 12th, and after that a correction cycle happens every two weeks. Please expect that mailed copies will be five to seven business days after it is posted online.

You can login to the TD Ameritrade site, Scarlet Oak Log in page or www.advisorclient.com. 

To getting your Tax documents:

  1. Sign on to you TD account with your User ID and Password.
  2. Hover on the Green Box at the top that says “My Account”.
  3. The last option on the drop down list is “Tax Documents.” Click on it.

Here are other important tax document dates:

  • February 12, 2020: We expect to have all Consolidated 1099s available online by this date.
    Depending on your activity and holdings in your account, you may receive your form earlier.
  • Available online by January 17, 2020: 1099-R,1099-Q,1099-C
  • Available online by February 18, 2020: Forms 480.6A and 480.6B
  • Available online by March 4, 2020: Form 1042-S
  • Available online by March 06, 2020: REMIC/WHFIT statements
  • Available online by March 20, 2020: Form 2439
  • April 15, 2020: Tax filing deadline, last day to contribute to an IRA, and K-1 mailing date.

Want to get your TD Tax documents electronically? Or want to ensure that you are set up to receive them by mail?

  1. Sign on to you TD account with your User ID and Password.
  2. Click on the “My Profile” that the top.
  3. Click “Communication preferences”.
  4. At the top right, click “update preferences individually”.
  5. Choose how you would like to receive: “Tax Documents”, “Trade Confirmations” and “Month Statements.”

 

A variety of investments including mutual funds, UIT’s, REIT’s, Commodity Trusts and Royalty Trusts can take longer as some may have experienced in past years. If you have email enabled accounts, you will get a notification from TD when the tax documents have been posted online.

Want to understand how to read your 1099? Click here

As always, we are here to help! Please call Melinda at 800.871.1219 or email her at melinda@scarletoakfs.com.