Replies to post #648081 on Mr Cooper Group Inc (COOP)

[garyhalvo]

Nope, I received my TDA statement

[boarddork]

I find it compelling when I compare one brokerage account at Fidelity holding COOP only that had tax documents ready in January. Yet, Schwab Brokerage holds Both COOP and UQ dtcc markers, and it has delayed my tax liability documents for things like REIT investments (UQs) till Feb 19.

hmmm. My dates to eyeball are Feb 12-19.


From Schwab: "In mid-February 2021, 1099s will be sent out for accounts that contain at least one investment for which the issuer can't provide information on time for the earlier mailing. Examples include ETFs and mutual funds, fixed income, REITs, UITs, WHFITs, and U.S. and foreign stocks that have been reclassified in the past. We expect these 1099s to be available on Schwab.com on Friday, February 19"

[Docsavag]

ND9, I’ve already received my tax statement from TDA as well as a corrected one.