Jan 13, 2023 2022 1099 Release Information
TD Ameritrade is releasing 1099s in waves:
- The first wave will be released on January 20, 2023
- The second wave will be released on February 3, 2023
- The third wave will be released on February 10, 2023
- The fourth wave will be released on February 24, 2023
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-R forms for Retirement accounts will be released on January 20th
- 1099 Consolidated for Non-retirement accounts will be released on the following dates; January 20th, 27th, February 3rd, 10th, 17th and 24th, March 3rd and 10th.
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