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)