How do I get my Form 1099-B?

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.

What is a Form 1099-B?

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