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CUSTODIAN UPDATES

TD Ameritrade Tax Schedule

TD Ameritrade will issue 2018 Consolidated 1099 forms online in a three-wave strategy:

  • Wave 1 – Posted ONLINE by Jan. 18, 2019 (Accounts that do not hold any funds deemed likely to reallocate their income/dividend distributions)
  • Wave 2 – Posted ONLINE by CLOSE OF BUSINESS Feb. 7, 2019 (Accounts that hold funds that finalized their income/dividend distributions as of Feb. 2, 2019)
  • Wave 3 – Posted ONLINE by CLOSE OF BUSINESS Feb. 13, 2019 (All remaining accounts)

2018 Consolidated 1099 Correction Cycle Dates

  • 1st Correction Cycle – Feb. 22, 2019 (by close of business) – Reports reclassified income (not captured on Consolidated 1099 forms to be issued in mid-February 2019) that was reported to TD Ameritrade between Feb. 9, 2019, and Feb. 15, 2019.
  • 2nd Correction Cycle (REMIC) – March 8, 2019 (by close of business) – Reports reclassified income that was reported to TD Ameritrade between Feb. 16, 2019, and March 1, 2019.
  • 3rd Correction Cycle – March 20, 2019 (by close of business) – Reports reclassified income that was reported to TD Ameritrade between March 2, 2019 and March 15, 2019.
  • 4th Correction Cycle – April 9, 2019 (by close of business) – Reports reclassified income that was reported to TD Ameritrade between March 16, 2019 and April 5, 2019.

As always, please reach out to your AE Wealth Support team at 866.363.9595 for further details.

711680 - For investment professional use only.

Not for use with consumers or the public.

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