Important Tax Filing Information

Tax PlanningNow that the 2015 income tax filing season is upon us, we would like to remind you about a few items regarding tax documents for your investments at TD Ameritrade.
• TD Ameritrade released 1099s in mid-February.
• You can access your tax documents directly through your online TD Ameritrade login. TD Ameritrade should have notified you by email when they post 1099 documents to your account.
• TD Ameritrade also mails 1099s to the address of record on the account.
• For those who have Steben managed futures limited partnership investments, Steben will send out K-1s by mail. They usually come out a few weeks after TD Ameritrade’s 1099s in early to mid-March.
• While 1099s are now available, we suggest waiting until mid-late March at the earliest to file your return (if at all possible) because it is quite common for one or more of your mutual funds to issue corrected information, which in turn prompts TD Ameritrade to issue corrected 1099s. Indeed, this occurred last year with several DFA funds, which prompted the release of a corrected 1099 in mid-March for some clients who held the affected funds in one of their taxable accounts.
• Due to some uncertainty surrounding mutual funds having to issue corrected information, it may be worth filing an extension to diminish the risk of having to file an amended return.
We hope this information helps you plan your tax filing accordingly.

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