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Regular Contributor

A word of warning: in the past, every 1099-B form I have received from USAA was available by Jan 31st of the following year (heck, EVERY tax form).  At the very beginning this month, I started in on my taxes and went to check USAA's site.  It had 1099-Div and that was it.  Hmmm, I thought, that's strange, but ok, I don't know tax law but know it has changed, and I don't have much in the way of investments, so I must not get a 1099-B this year.

 

Went ahead and did my taxes, filed them.  And yesterday I received 1099-Bs from Victory Capital, with a postmark date of 2/6/20. So now I have to file an amended return.

 

Just one more way the sale to Victory has not been good for USAA members.