How do I get my Form 1099-OID?

Brokerage companies have until January 31st to mail out your 1099-OID. 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-OID or consolidated statement if your brokerage company provides you with online access to this form.

If by mid to late February you have not yet received your 1099-OID, we recommend you check with your broker.

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.

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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