TAX INFORMATION - STATUS UPDATES
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IMPORTANT: Please keep in mind that revised 1099s from Schwab and FOLIOfn could be issued if companies update their information. It is highly recommended that you wait until early April prior to sending your returns. This is an industry-wide issue.
3/04/2010 K1 for Alliance Bernstein LP and iShares GSCI Holdings are available on line at https://www.taxpackagesupport.com/ and have been sent in the mail
3/01/2010 Ifrah Financial Services started sending tax reporting packets to clients for them to provide to their tax prepared. Estimated completion around 3/15/2010
2/20/2010 FOLIOfn has posted 1099 information on their site.
2/16/2010 FOLIOfn intends to have 1099 information ready by February 28.
2/16/2010 Schwab has started mailing 1099 information. Upon mailing, the files also become available on the SchwabAlliance.com website. Keep in mind that we will be providing Schedule D
Reports containing cost basis information that can be attached to your return. These should be available in late February or early March. More information to follow.
2/3/2010 Schwab sent an email reminder that Forms 1099 will be available in mid-February. For more information, login to SchwabAlliance.com and go to the "Specialty" tab and click on "Taxes".
2/1/2010 Foliofn generates 1099-R forms pertaining to IRA distributions. The files are available online at the FOLIOfn website's Filing Cabinet and are ready for retrieval.