Texarkana financial planner Texarkana financial advisors Hot Springs financial planner Hot Springs financial advisors Little Rock financial planner Little Rock financial advisors financial advisor financial consultant financial advisor near me financial planner financial consultant near me certified financial planner equitable advisors wealth advisor financial planning near me retirement planner near me investment advisor near me wealth advisor near me independent financial advisor best financial advisors registered investment advisor personal financial advisor financial advisor cost fee-only financial planner financial planning advice wealth management advisor mutual financial advisor independent financial advice certified financial advisor licensed financial advisor top financial advisors becoming a financial advisor wealth management find a financial advisor certified financial planner near me local financial advisor fee only financial advisor best financial planners best financial advisors near me investment adviser search financial advisor companies personal financial planner investment advisor near me licensed financial advisor financial advisor fee financial planning firms money advisors retirement financial planner private wealth advisor investments advisor

Tax Reporting

We are committed to help you get through tax time with the information you and your CPA need to expedite the investment related portion of your tax return. Most of the information that you require will not be ready until toward the end of February. Because of the high frequency of revisions to the information, we recommend that you wait until late March or early April before filing your return.

Schwab Information

Schwab has all of your tax information on their website. Depending on your delivery setup, they may send you a paper copy 1099 on each of your taxable accounts by late-February.

You may get a 1099-R on an IRA account if you have taken IRA distributions out of the account.

Schwab may send you revised 1099’s as they get corrected. This is pretty typical in the industry as various investments re-characterize certain items.

Schwab’s 1099 are comprehensive and include gain/loss information from sell transactions.

Click here for detailed instructions on accessing your tax information on Schwab.

Goldman Sachs Custody Solutions (Formerly known as FOLIOfn) Information

Goldman Sachs has all of your tax information on their website. Goldman Sachs will not send you any hard copy in the mail.

For your taxable accounts at Goldman Sachs, the 1099 information will be available on their website. The 1099’s will be available no later than 2/28. There is a likelihood that the 1099 information might get slightly revised. Goldman Sachs provides importable files (CSV and TXF) as well as IRS formatted 8949 ready forms on their website if needed.

Click here for detailed instructions on accessing your tax information on Goldman Sachs.

If you have given us written authorization to discuss your situation with your tax preparer, we will forward this information to them and be happy to assist them with the process if they contact us.

If you wish to update your tax preparer information please call us at 1-800-954-3724 or email us at taxinfo@ifrahfinancial.com


It is likely that there will be revised tax information sent to you up until early April. Typically the revisions are relatively small. This is an industry-wide issue. Certain accounts may also receive K-1 tax reporting which is usually sent in late March. We strongly advise that you wait until the first week of April to actual file your return in order to minimize the chances of having to file an amended return.

Ifrah Financial Services, Charles Schwab and Goldman Sachs do not provide tax advice and this information should not be construed as such. Please consult with your tax advisor about your particular situation.