When will my tax documents be ready?

Consolidated 1099 for tax year 2020 will be available on or after February 16, 2021.

Form Used to Report Scheduled Delivery Date
1099-R/1099-Q Distributions from qualified retirement plans and educational saving accounts February 1, 2021
Consolidated 1099 A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099 MISC February 16, 2021
1042-S Foreign Person’s U.S. Source Income Subject to withholding March 18, 2021
5498-ESA Contributions to qualified educational saving accounts April 30, 2021
5498 Contributions to qualified retirement plans June 1, 2021
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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