Most 1099’s will be available online from January 21 through February 11, and after that, a correction cycle happens every two weeks. Please expect that mailed copies will be five to seven business days after posting online.
To Access Tax Documents Online:
You can log in to the TD Ameritrade site on Scarlet Oak’s Client Portal Page or www.advisorclient.com.
- If you have never logged in, you will also need to go to the following link: advisorclient.com
- Once on the page, below the “Log in to your account.” Window, you will see, “First time here? Set up my profile.” If you click on “Set up my profile,” it will walk you through the process. If you have any issues with the setup, please do not hesitate to reach out to our administrative team.
To Find Your Tax Documents Online:
- Sign on to your TD account with your User ID and Password.
- Hover on the Green Box at the top “My Account.”
- The last option on the drop-down list is “Tax Documents.” Click on it.
Target Delivery Dates:*
- February 11, 2022: 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.- Close of business January 21, 2022- No holdings subject to reallocation (ex. RICs, REITs)
- Close of business February 4, 2022- Low risk for reallocation; income reallocations finalized through January 29.
- Close of business February 11, 2022- Clients with finalized income reallocations received from January 30 through February 3.
- Close of business February 11, 2022-Remaining clients
- Correction Cycles - Begins March 3, 2022, and occurs every two weeks through April 14, 2022
- Available online by February 28, 2022: Forms 480.6A and 480.6B
- Available online by March 15, 2022: Form 1042-S
- Available online by March 15, 2022: REMIC/WHFIT statements
- Available online by March 30, 2022: Form 2439
- April 15, 2022: Last day to contribute to an IRA and K-1 mailing date. The tax filing deadline is April 18, 2022
- April 30, 2022: 5498-ESA Coverdell ESA (Education Savings Account) Contribution Information- Contributions (including rollover contributions) to a Coverdell ESA.
- May 31, 2022: 5498 IRA (Individual Retirement Account) Contribution Information- Contributions (including rollover contributions) to any IRA.
* All dates are estimates and subject to change
To Set Your Communication Preferences:
Want to get your TD Tax documents electronically? Or want to ensure that you are set up to receive them by mail?
- Sign on to your TD account with your User ID and Password.
- Click on the “My Profile” at the top.
- Click “Communication preferences.”
- At the top right, click “update preferences individually.”
- Choose how you would like to receive: “Tax Documents,” “Trade Confirmations,” and “Month Statements.”
A variety of investments, including mutual funds, UIT’s, REITs, 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.
