Weekly Strategy PERFORMANCE

Tax forms will be mailed and available online through E*Trade Advisor Services’ Liberty website on the following dates:

• Form 1099-R: January 31, 2021.
• All nonretirement account tax forms: February 15, 2021.
• Required minimum distribution (RMD) letters will also be issued to clients on January 31, 2021.

Reminder: Legislation effective January 1, 2020, changed the RMD age from 70 1/2 to age 72. Therefore, anyone turning 70 1/2 after January 1, 2020, does not have to take an RMD until they turn 72.

Tax data will be available for import into both Turbo Tax and H&R Block tax programs. Clients will need to establish a Liberty login and password before using the import process. Select “E*Trade  Advisor Services” from the list of financial institutions and then authenticate your identity using your Liberty login and password. Online assistance is  available through the Help Center services of both Turbo Tax and H&R Block.   Note: This import process is  not available on the free version of Turbo Tax.

We encourage you to retrieve statements on Liberty or to sign up for e-statements instead of waiting for the hard copy to arrive by mail as the USPS or other carrier services may continue to experience delays. Signing up for e-statements helps the environment, reduces clutter, and allows you to access and store your statements safely and securely online. Simply log in to sign up.

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