TDA 1099 finally shown up on the website on 2/29

On Thu, Feb 29, 2024 at 6:16 AM MARY FRAN NOVAK via bivio.com <user*7094300001@bivio.com> wrote:

I received my personal 1099 for TDA, waiting on the club TDA 1099, received Schwabs

On Feb 29, 2024, at 7:45 AM, Bernard Worst (BWorst) via bivio.com <user*16855300001@bivio.com> wrote:

You're not alone. Schwab has indicated 2/29 for personal 1099s

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From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of John Rice via bivio.com <user*24380400001@bivio.com>
Sent: Thursday, February 29, 2024 12:21:02 AM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Waiting for TDA 1099

On 2/1 we received the club's TDA form. On 2/9 I received both my personal and club forms but have not received my personal TDA form yet. I called on Monday and they said to expect it by Friday. Will see.

John Rice

On Wed, Feb 28, 2024 at 6:56 AM Colleen Goings via bivio.com <user*15498700001@bivio.com> wrote:

Same here, it was there before schwabs

On Wed, Feb 28, 2024 at 8:52 AM Carol True via bivio.com <user*17498100001@bivio.com> wrote:

We got ours in January. It was on the Schwab website under tax forms

Carol Hilltop Investment Club

On Wed, Feb 28, 2024 at 8:37 AM MARY FRAN NOVAK via bivio.com <user*7094300001@bivio.com> wrote:

Anyone else still waiting for TDA 1099 from Schwab? Irritating

Sent from my iPhone

On Feb 25, 2024, at 7:53 AM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:



The form you need is Form 7004.

Ira Smilovitz

On Sun, Feb 25, 2024 at 8:38 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:

Go to the IRS website for forms, request an extension for a 1065, fill it out and mail it. Be sure to do it via certified mail. No need to request a receipt, all you need to do is be able to track it and show that you mailed it.

Peter Dunkelberger

On Sat, Feb 24, 2024 at 3:57 PM Norman Gee via bivio.com <user*125100001@bivio.com> wrote:

Same here. Website says all will be done by 2/29. We have an ETF that has both qualified and ordinary dividends that always puts us late. Certain investments causes late statements

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On Saturday, February 24, 2024, 12:42 pm, Mary Fran Novak via bivio.com <user*7094300001@bivio.com> wrote:

Still waiting for the 1099, I am going out of town for a
week 3/1, how do I file for a tax extension, just in case
they are not done by 3/15?

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