1099 Tax forms will be generated and released in Waves, since some accounts may require additional year end processing such as Dec/Jan wash sales, return of capital adjustments, income reclassifications etc.
● Accounts with income from securities that are known to adjust prior year income, will be held back for later waves, to ensure the Original 1099 tax form is accurate. These statements will be generated and available in the next wave after the adjustments are complete.
● Corrections to original 1099s will be generated in the following wave if made prior to March 16, 2026, or if corrected after, it will be generated the following week.
● To allow adequate time for verification and quality checks, we have filed Form 15397, Application for Extension of Time to Furnish Recipient Statements, with the IRS. This grants us an extension of up to 30 days to furnish copies of certain information returns to clients. Using this extension is a common, industry-standard practice in the United States, especially when additional time is needed to confirm figures and prevent avoidable corrections or amended forms later.
Expected release timing (February and March waves)
We plan to release forms in waves, with anticipated dates around:
● February wave: February 17, 2026 and February 27, 2026
● March wave: March 16, 2026
Please note these dates are estimates, and some forms may be released slightly before or after these windows depending on processing and final reviews.
Corrected 1099s
● Corrected 1099s will be generated in each wave until March 16, 2026 and then weekly until the week of April 1, 2026, as the filing deadline is April 15, 2026.
