Form 1099 Tax Information
By January 31, 2023, 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, 2023
Phase Two: February 15, 2023
Phase Three: February 28, 2023
Phase Four: March 15, 2023
For more detailed information regarding the timing, click here for the 2022 Tax Guide from BNY Mellon | Pershing and scroll to page 3 of the guide.
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 Lynne Davidson for assistance at 316-776-4633.