1099s and Tax Information
1099's - When Should You Expect Them?
LPL: Basic 1099s from LPL are scheduled to mail out no later than February 6th. For accounts holding more complex securities, LPL will be mailing out 1099s throughout February and March, with the latest mail date being March 16th. If you have still not received your 1099(s) by late March, please reach out to our office for further assistance.
*IF you held an account custodied with another firm or broker dealer (Nationwide, American Funds, etc.), please refer to that firm's website for information regarding when you can expect to receive your 1099.
Important Tax Dates:
- Tax Season Begins - January 26th, 2026
- Initial Tax Filing Deadline - April 15th, 2026
- Extended Tax Filing Deadline - October 15th, 2026
- 2025 IRA Contribution Deadline - April 15th, 2026
As always, please don't hesitate to call or email if you have any questions. We want to ensure this tax season is painless and easy for you!