Share Article

Preparing You for a Smooth Tax Season

As the year draws to a close, it’s never too early to start thinking about the 2021 tax filing season (even though you may be reluctant to). There are several tax preparation items that I would like to bring to your attention as you begin to assemble your tax materials. Understanding the information outlined in this article can help simplify the filing of your 2021 tax return(s). Your team at Creative Planning is here to assist you if you have questions or need help with these items.

Form 1099s

  • Your account custodian (e.g., TD Ameritrade or Charles Schwab) will mail initial 1099s by the end of February 2022. If you have elected to receive paper copies of these documents, you should receive your statements shortly after the 1099s are released. The documents will also be available for download via your custodian’s website.
    • TD Ameritrade: Click “My Account,” then “Tax Center.”
    • Charles Schwab: Go to “Statements,” select an account and specify a date range, then use the Document Type filter to select “Tax Forms.”
    • Fidelity: Click “Stateme