Friday, March 29, 2024 6:46:37 PM
For the suggestions below, I am assuming that your LAHO buyback funds were wired to your TDA brokerage account and not your bank account. Also, I am assuming that your TDA account already migrated to Schwab.
The short version is that you need to contact TDA / Schwab and request that TDA / Schwab “retroactively correct your 1099 from the year 2022.”
When you call TDA / Schwab to explain your LAHO situation and request the "retroactive correction of your 1099," TDA / Schwab will most likely inform you that you need to supply 2 items: (1) a written letter of instruction for the request and (2) some sort of written documentation from Smith Eilers that describes and provides the details of the buyback proceeds wired to your TDA account. Smith Eilers is the law firm that is sending out the wire transfers for the buyback proceeds. Call Ms. Selvia at Smith Eilers. She can help solve the problem. Also, I did mention your situation in general when I last talked with Selvia. Selvia told me to tell you to contact her so she can assist with solving your problem. Once you obtain the written information from Selvia, submit the written information as well as any other requested information to TDA / Schwab via the online TDA / Schwab Message Center.
When TDA / Schwab starts the process to retroactively correct your 1099 from the year 2022, TDA / Schwab should be able to retrieve the historical purchase price and cost information from its database so the information is correctly reflected on your retroactively corrected 1099 form.
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