Hi everyone,

We wanted to reach out with some important information regarding tax forms.

1) If your accounts were transferred to Nold Bryant in 2022 from Stifel, you will be receiving tax forms from both Charles Schwab (mailed or electronic) AND Stifel (mailed) if you had taxable activity at both places for each account.

2) You will get paper tax forms in the mail from Charles Schwab unless you signed up for paperless tax forms. If you’re not sure what your settings are, you can either log into Schwab Alliance and check (top right- under Profile, Paperless) or you can email or call us and we can tell you.

3) The 1099-R tax forms have already been made available online from Charles Schwab and should be mailed by the end of the month. If you’re trying to access your 1099-R online, follow these steps: When you’re on the main Schwab Alliance page, go to Accounts and then Statements. Make sure it says either “all brokerage accounts” (there on the left in blue) or that you select your IRA. Then check the box next to tax forms and hit search. It should show the 1099-R there with the date of 1/7/2023 for you to download. If you are set up for digital tax forms and would prefer we mail one to you, please let us know.

4) After-tax 1099 Consolidated forms should be issued by both Charles Schwab and Stifel by February 15th, 2023.

Thanks so much and please let us know if you have any questions!

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