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Phased Mailing Schedule for 2022 Tax Reporting Thumbnail

Phased Mailing Schedule for 2022 Tax Reporting

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. If you are enrolled in our Advice Works Client Portal, you will also be able to find them in your tax documents folder.

January 31st - first mailing of forms for accounts with holdings and income that typically do not require reclassification or additional information from issuers. 

February 15th - second mailing for accounts holding mutual funds, certain UITs, and REITs and certain equities, because the issuer provided its final tax information after the January 31st mailing was prepared.

February 28th -  third mailing for any accounts which previously had  pending information.

March 15th - last mailing for all accounts with or without pending information and any revised tax forms