While Yeske Buie posts quarterly tax reports to your Client Private Page for taxable accounts, these reports are for planning purposes only. To complete your 2015 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). In February, Schwab sent 1099 forms in the mail and posted them to your online Schwab Alliance account. If you use the Schwab Alliance website, here are instructions for accessing your 1099 electronically. In addition to this round of forms, Schwab will release Corrected 1099 forms next Monday, March 14th. Please refer to this corrected form to complete your 2015 tax return. If you have any questions regarding the 1099 forms, please do not hesitate to contact us.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.