When do I receive my tax documents for my accounts? (1099’s)
Below are the release dates for the 2023 tax year:
- 1099-R and 1099-Q (January 19th)
- 1099-DIV – for accounts holding more complex securities. (February 2nd, 9th, 16th, & 23rd)
- Preliminary 1099 - includes accounts that won’t receive a final 1099 until all income data is finalized (February 16th)
- Form 5498 (February 23rd and May 24th)
- 1099-DIV - final version (March 1st, 8th, and 15th)