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Wednesday, 02/07/2024 11:59:39 PM

Wednesday, February 07, 2024 11:59:39 PM

Post# of 222394
Important: If your E*TRADE account was transferred to Morgan Stanley Smith Barney LLC (MSSB) in 2023, you may receive multiple tax forms for 2023: tax forms for your original E*TRADE account that reports all activity with E*TRADE Securities LLC before the transfer date, and additional tax forms for your transferred account that reports all activity with MSSB after the transfer date. These tax statements contain information related to different transactions and you and your tax advisor should consider and review all tax forms received when preparing your 2023 income tax return. Please note, there may be a slight timing difference in the availability of the tax forms issued for pre- and post-transfer activity.