1.19.18 – Timeline to expect tax related documents from TD Ameritrade Institutional.

TD Ameritrade Institutional has announced when the tax year 2017 tax forms are estimated to be available. We are pleased to share the complete timeline for your reference.

Click here to view the timeline.

The 2017 Consolidated Form 1099s will be posted online and sent out in waves as outlined below:

Target Online Post Date*
Who Will Receive
Wave 1  
Friday, January 19, 2018
You will receive if you have no CUSIPs subject to reallocation (ex. RICs, REITs)
Wave 2  
Friday, February 9, 2018
You will receive if you are not at risk for reallocation
Wave 3  
Friday, February 14, 2018
You will receive if you are impacted by income reallocation

Correction cycle will begin on February 22, 2018, and will run every two weeks.

* All dates are estimates and subject to change. The target date is for online posting only.
Please allow five to seven business days following online posting for mail delivery.

1099 Notification

Once the 1099s have been posted online, TD Ameritrade Institutional will send an email to clients with a valid email address in their records that they are available.

1099 Information Guide

We are pleased to share a 1099 Information Guide by TD Ameritrade Institutional, which contains helpful information pertaining to the formatting and reporting information in the 1099 Consolidated Form for the tax year 2017, along with the answers to some Frequently Asked Questions.

Click here to access the 1099 Information Guide.

Please contact us at 336.659.7060 if you have any questions.

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Horizon Financial Services, LLC is a team of financial advisors who provide comprehensive financial planning. We invest time in building lasting, personal relationships. It is our belief that your long-term financial success requires a solid financial plan and our time-tested commitment to you.

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