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When will my tax documents be ready?
When will my tax documents be ready?
Updated over 5 months ago

Consolidated 1099 for tax year 2023 are available as of February 15, 2024.

Form

Used to Report

Scheduled Delivery Date

1099-R/1099-Q

Distributions from qualified retirement plans and educational saving accounts

January 31, 2024

Consolidated 1099

A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099 MISC

February 15, 2024

1042-S

Foreign Person’s U.S. Source Income Subject to withholding

March 25, 2024

5498-ESA

Contributions to qualified educational saving accounts

April 30, 2024

5498

Contributions to qualified retirement plans

May 31, 2024

Delivery Method

Depending on the delivery setting on your account, the documents may be delivered via mail or email. If your account has e-delivery set up, you will not be receiving the 1099 by mail. Once the tax document is available, you will receive an email notification on your account to download.

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