Lottsa’s January 2023 Updates

January 3, 2023:

• TD Ameritrade and Schwab recently announced that the switch to Schwab will occur over Labor Day weekend 2023. You can expect to hear from Lottsa with more specific updates in Spring and Summer 2023.
• 1099-R tax forms will be available by January 31, 2023. 1099-Consolidated forms will become available between January 20 and February 24, 2023.
• Please see the Contact Us page for up-to-date details about Lottsa’s hours.

As always, you are welcome to contact us if anything changes or questions arise.

Scott, Sarah, and Lisa