Jan 18, 2022 2021 1099 Release Information
TD Ameritrade 1099 Release Information
TD Ameritrade is releasing 1099s in waves:
- The first wave will be released on January 21, 2022
- The second wave will be released on February 4, 2022
- The third wave will be released on February 11, 2022
- The fourth wave will be released on February 17, 2022
You can find your tax documents on your advisorclient.com login or through your LRIA portal. If you elect to receive these documents via paper, please allow several business days to receive them after the release dates.
LPL Release Dates
1099 Consolidated for Non-retirement accounts will be released on the following dates; January 22nd, 29th, February 5th, 12th, 19th and 26th, March 5th and 12th.
1099-R forms for Retirement accounts will be released on January 29th.
1099-Q forms for Coverdell ESAs will be released on January 29th.
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