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2019 1099 Update

IRS Forms 1099, 8949 and .TXF files (for taxable accounts) are not yet available. We expect to provide them by February 28th.

We will email you a notice as soon as your tax forms are available.

If you login and don't see the 2019 Forms 1099 for your taxable account(s) then they are not yet available. If you click the Form 8949 PDF or .TXF file links for 2019, before the 2019 Forms 1099 are loaded, you will receive an error message from your web browser.

IRS Forms 1099-R (for retirement accounts) are available in the Tax Center. Click on the Statements & Tax Records icon at the top of the screen to find this page.