When should I expect my tax documents?
- Schwab 1099s and YE Summaries: Late January to Mid-February
- 1099-Rs and YE GLRs have been received and uploaded to eMoney
- Some 1099 Composites have been received and uploaded to eMoney
- MOST 1099s for taxable accounts (incl Trust accounts) have NOT been received by SWP at 2/17/2022
- Nationwide 1099-Rs: Mid-March
- My529 1099-Qs: Available Now
- Received and uploaded to eMoney
- Inventrust REIT 1099-DIVs: Available Now – FINAL YEAR
- Received and uploaded to eMoney
- InPoint REIT 1099-DIVs: Available Now
- Received and uploaded to eMoney
- Schedule K-1s: Late March
Tax documents received by SWP have been uploaded to your eMoney client portal.
How can SWP help me this tax season?
Here are some of the ways SWP supports clients for annual tax filings:
- Collect your tax documents as they arrive from our custodians and upload them to your eMoney Vault’s TAX folder
- Distribute your tax documents directly and securely to your CPA
- Meet for pre-and-post filing meetings with you and/or your tax team
And for the Do-It-Yourselfers:
- Help you access online tax documents from your Custodian
- Provide information, drawing on my years of experience as a CPA (now Inactive)
- Match you to a tax professional if and when it’s needed
If you aren’t already taking advantage of these services, let’s discuss how we can help you.