2019 Tax Documents & Mailing Dates
Your 2019 Form 1099-R IRA’s, Roth IRA’s, etc. have already been sent.
Your 2019 Form 1099 (non-retirement accounts) should be available by February 28th.
If you have elected to receive tax documents electronically, you’ll receive an email notification as soon as they are available for download. Mailed documents should arrive 3-5 days after they’re posted online.
Can I get my 1099 sooner?
Mutual funds and other regulated investment companies often reclassify or provide tax information after January 31, so custodians typically wait until after January 31 to prepare and send 1099s to clients.
This delay is common and helps reduce the need to send corrected 1099s to clients. Late reporting typically includes Foreign Tax Paid on a fund’s foreign source of income, or the reclassification of Ordinary Dividends to Qualified Dividends or Return of Capital.
While custodians do everything to avoid sending revised 1099s, please note that revisions are possible and it’s suggested that you wait until mid-March or early April to prepare your tax returns.
If you have any questions or need assistance in locating your tax documents, don’t hesitate to reach out to us.