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Annual Schwab statement for DAF millions off
Old 02-24-2021, 07:29 PM   #1
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Annual Schwab statement for DAF millions off

Has anybody else checked their annual statements for their Donor Advised Funds to find huge errors? Apparently we gave away millions we didnít know about. DW didnít laugh when I showed her because she was afraid we really gave that much away. I almost want to print this out and frame it.
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Old 02-24-2021, 08:16 PM   #2
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Oops!

Sounds exciting!

I would definitely print it and maybe frame it!

Do you have some past tax returns you need to amend now?
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Old 02-24-2021, 09:07 PM   #3
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Schwab advised me this week they're preparing a corrected 1099 for me, so maybe they're having some broader paperwork problems.
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Old 02-24-2021, 10:14 PM   #4
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Well, nothing so impressive and not a DAF.

The 1099 for one of my stocks listed $12 for federal withholding (which was the reinvestment fee) as opposed to the 13k actually withheld.
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