Broker Check
Form 1099 Phased Mailing Schedule

Form 1099 Phased Mailing Schedule

December 17, 2021

It is once again the time of year to begin preparing for tax filings. Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in your account. The following schedule will apply, although dates are subject to change:

* Holding only these types of securities does not guarantee that your tax statements will be mailed on the indicated dates.

For more information, including a sample 1099 statement and additional details about the mailing timeline, visit

If you have any questions, please contact the office.

This communication is designed to provide accurate and authoritative information on the subjects covered. It is not however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.