1099 Mailing Information
Fidelity Mailing Schedule
January 20th
The first mailing will occur.
February 10th
The second mailing, Info only, and Preliminary Tax Reporting Statement will occur.
February 24th
The third mailing will occur.
March 6th
The fourth mailing will occur.
*Dates are subject to change due to unforeseen circumstances. For clients set to receive their form(s) by mail, the form will generally mail within 5 business days of the online activation date. See the Tax Form Delivery Schedule on the Tax Center for the most up-to-date schedule.
Pershing Mailing Schedule
January 31st
Accounts with holdings and income that typically do not require reclassification or additional information from issuers such as stocks, bonds and options.
February 15th
Accounts with mutual funds and certain UITs, REITS and other equities.
February 29th
Accounts where information was previously pending.
March 15th
Accounts where information was previously pending.