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- Will former customers of TD Ameritrade who were transferred to Charles Schwab & Co receive a separate tax statement or will it be combined with the Schwab tax statement?
Will former customers of TD Ameritrade who were transferred to Charles Schwab & Co receive a separate tax statement or will it be combined with the Schwab tax statement?
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2 Comments 2
BobKamman
Level 15
Sunday
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That happened in 2023
Will I receive multiple tax documents?
Yes, you will receive two 1099s for the 2023 tax year. TD Ameritrade will send a 1099 for the period of January 1, 2023 to September 1, 2023. Schwab will send a 1099 for the period of September 2, 2023 to December 31, 2023. We recommend you notify your accountant that there will be multiple 1099s as a result of the merger.
PhoebeRoberts
Level 11
yesterday
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I had a couple clients who said they weren't merged over until 2024 - maybe different types of accounts? But yes, there will be two 1099s for anyone who was switched over in a given calendar year.
