How do I get my Form 1099-B?

Modified on Wed, 24 Jan at 4:47 AM

Brokers have until January 31st to mail out your 1099-B. If your broker is putting together a consolidated 1099 statement on your behalf, they have until February 14 to mail out this form. You may also be able to download your 1099-B if your broker provides you with online access to this form.

 

If by mid to late February you have not yet received your 1099-B or consolidated statement, we recommend you check with your broker directly. 

 

The IRS also has an option to get a transcript of this documentation, but it may not be available during the standard filing period. More information can be found here.

 

Additional Resources:

 

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

 

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