Custodians will begin issuing 1099s starting January 31 and will continue to issue them through tax filing deadlines. Custodians are required to issue 1099s by certain deadlines even though year-end adjustments have not been completed hence corrected/revised 1099s are sent through Mid-March or later. It is recommended to delay filing your tax return until you get corrected (and sometimes re-corrected) 1099s.
Clients who have elected to receive printed form 1099s will be notified via email when their form 1099s have mailed. They will also be provided a link to the Statements & Reports tab where they will be able to access their tax forms. Clients who receive electronic delivery of their form 1099s will continue to receive an email as soon as their forms are available online.
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