The Yeske Buie story is a compilation of extraordinary relationships from its past and present, with a pledge to continue the story by nurturing extraordinary relationships in the future. Regardless of whether our relationship has spanned two months or twenty years, we consider every moment together to be an opportunity to elevate our connection, and we hope to have another opportunity to do so at our next social gathering! Join us on Thursday, March 7thfrom 5:00 – 8:00pm at Bazin’s Next Door in Vienna, VA for a celebration of your past, present, and future with Yeske Buie. Stay tuned for more details and RSVP today!
How You Will Receive Your 1099
As you begin collecting your tax documents to prepare your 2018 returns, we’d like to offer a few notes about tax information for your Yeske Buie accounts.
On the Tax Reports page of your Client Private Page®, you will find reports for your taxable accounts (for planning purposes only) and transaction reports for your IRA(s). To complete your tax return, please refer to your Schwab 1099 for dividends, interest, and capital gains in your taxable account(s), and your 1099-R for any distributions from your IRA(s).
Schwab will be posting 1099s to the Statements tab of your Schwab Alliance account throughout the month of February. Step-by-step instructions for accessing the online forms can be found here. If you have elected to receive printed forms, you will be notified via email when the forms have been mailed. And if you have any trouble at all accessing your forms, please don’t hesitate to give us a call so we can help.