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Pershing Phased Mailing Schedule for 2022 Tax Reporting

 

Mail dates for the 2022 tax year IRS form 1099 (B, DIV, OID, and MISC) are below:

Mailing PhaseMailing End DatesWhat's included in this Mailing?
OneJanuary 31Holdings and income that typically do not require reclassification or additional information from issuers. Includes stocks, bonds, and options.1
TwoFebruary 152
  • Form 1099 will be mailed for accounts holding mutual funds, certain unit investment trusts (UITs), real estate investment trusts (REITs) and certain equities, because the issuer provided their final tax information after the January 31 mailing is prepared.1
  • If investments are awaiting information from issuers or trustees or final review and will not be finalized by this mailing, a Pending 1099 Notice will be mailed
  • Revision mailing for 1099s sent in Phase One, as required
ThreeFebruary 282
  • Finalization from the Pending 1099 Notice listed in Mailing Phase 2. Remaining mutual funds, REITs and certain equities.1
  • Revision mailing for 1099s sent in Phases One and Two, as required
FourMarch 152
  • All remaining accounts, regardless of pending income reclassification. Includes, complex non-equity securities (real estate mortgage investment conduits), widely held fixed investment trusts and some UITs
  • Revision mailing for 1099s sent in all previous phases, as required

1 Holding only these types of securities does not guarantee that your clients’ tax statements will be mailed on the indicated date.

2 Pershing’s 30-day extension to the mailing requirement will accommodate these phases of the mailing. If any date falls on a Saturday, Sunday or legal holiday, the return is considered timely if filed or furnished on the next available business day.

Pending notices will be available via e-Document Suite™ for accounts pending final reporting.