Form 1099 Tax Information
By January 31, 2021, Pershing will begin mailing Form 1099 tax statements. When you receive your Form 1099 depends on the holdings in your account.
Phase One: January 31, 2021
Phase Two: February 15, 2021
Phase Three: February 28, 2021
Phase Four: March 15, 2021
Corrected 1099 Form will be mailed as needed.
You may receive a corrected Form 1099. There are several reasons for this- for example, issuers of securities held in your account may provide updated or additional information after your Form 1099 is mailed to you. The IRS requires financial organizations to send corrected forms with revised information as it becomes available.
Want quicker access to your Form 1099? Enroll in electronic delivery (eDelivery). Log-in to your account to sign up for access or contact a member of our operations team for assistance at 316-776-4633.