When will I receive my tax statements, like my 1099?
Most tax forms will be available by mid-February. Years ago, the IRS deadline was extended from January 31 to February 15. As a reminder, not all 1099 forms for all accounts are available at the same time.
Click on the Custodian below for their online/mailing dates for tax statements.
- Charles Schwab
- American Funds
- Brighthouse Financial (Formerly MetLife) - mailed and available via Online Servicing on January 31.
- Franklin Templeton
- Invesco (Formerly Oppenheimer)
- Nomura Holdings (Formerly Delaware Funds & Ivy Investments)
- Jackson National
- Pacific Life
- Prudential
Did you complete one or more of the following in 2025?
- Qualified Charitable Distribution (QCD)
- Roth Conversion
- "Back Door" Roth Contribution
- Charitable Gift of Appreciated Assets
- 60 Day Rollover
- Pending IRA Contributions
- HSA Contributions
- 529 Contributions
If you completed any of the above in 2025, we will mail you a letter detailing the transaction late January/early February. Please provide this letter to your tax preparer.
Do you have a Donor-Advised Fund?
For clients with a Donor-Advised Fund through DAFgiving360 (Formerly Schwab Charitable), all contributions and grants will be detailed on a Summary of Account Activity report available in mid-February. You will either receive this via US mail or it will be available online, depending on the delivery preference you previously selected.
