Tax Forms Delivery Schedule
For our clients, your account custodian is expected to deliver your 2025 tax forms no later than the following dates:
February 17 – March 12, 2026
Consolidated Form 1099
Consolidated IRS Form 1099 shows capital gains, interest, dividends, and other taxable amounts.
Note: Consolidated 1099 will include the following IRS forms where applicable for each account: 1099-DIV, 1099-INT, 1099-B, 1099-OID, 1099-Misc.
If a corrected 1099 is issued after this date, then your account custodian has no control over that. Such corrections are issued when companies reclassify distributions from the prior year. Reclassifications and the associated corrections to IRS Form 1099 downloads, and gain loss reports are typically completed by the end of March but may be posted at any time.
Form 8949
This form (Sales and Other Dispositions of Capital Assets) shows capital gains and losses, and replaces the gain/loss reports of prior years. This form is not applicable to all accounts.
June 1, 2026
Form 5498
This form shows reportable IRA contributions and your prior year-end Fair Market Value (FMV). This form is not typically included in a client’s annual tax filings.