Tax Season is in full swing in preparation for the April 15, 2022 deadline. As a courtesy and resource, we have included here are the Fidelity Tax Form Delivery Calendar (Fidelity Tax Delivery), Charles Schwab Initial 1099 Composition Production Timeline (Schwab) and the LPL Financial Tax Season Outline (LPL Tax Schedule). For most of our clients your tax forms will be delivered the same way your statements are delivered. Meaning if you get electronic statements, you will get electronic tax forms. We are happy to provide paper copies of your tax forms.
For Fidelity & LPL questions please contact Ann Graziani at Ann.Graziani@bickling.com or call 781-862-9792
For Schwab questions please contact Peter Deschenes at Peter.Deschenes@bickling.com or call 508-230-3588
The Fidelity Tax Form Delivery Calendar, Charles Schwab Initial 1099 Composition Production Timeline and LPL Finanial Tax Season Outline can be labeled just as this and not the years as not to confuse the reader.
Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.