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Filling Out Tax Form

T. Mann Financial
Client Tax Information

This page is a quick reference point for 2024 tax information

Investment Brokerage Clients

(For example: Charles Schwab)

Some accounts may not receive a tax form when the IRS "de minimis" rule applies or if they are retirement account where distributions do not occur during the tax year. 

Schwab uses a phased approach to produce and send tax forms to clients.

 

2024 Tax forms (1099 Composites) will be available online and mailed on:

Schwab 1st Production Run: January 31st

Schwab 2nd Production Run: February 14th (This applies to most people)

Schwab 3rd Production Run: February 28th

You can download 2024 tax documents once logged into your online portal:

Schwab: http://schwaballiance.com 

Schwab's online portal support phone number is 800-515-2157.

Healthcare Marketplace

Marketplace Healthcare Clients

Marketplace Health insurance clients can find their 1095a by logging-in to their Health Sherpa Account: https://www.healthsherpa.com/sessions/new

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