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|
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.