The IRS tax form mailing date for most non-retirement 1099 tax forms is February 15. As in past years, National Financial Services LLC (NFS) has applied for and received a mailing extension from the IRS that will permit the generation of some non-retirement 1099 tax documents after February 15, but no later than March 6.
NFS makes every effort to issue your tax form by the February 15 IRS mailing deadline, but not all issuers send final information to NFS in time to meet the standard IRS mailing date. The use of the extension helps ensure that the tax form you receive is accurate and should help minimize the need to send you a corrected form, reducing any potential amendments to your tax return. NFS will post and mail consolidated 1099 tax forms in four waves, outlined in the table below.
The dates below are online posting dates (i.e., the dates that your tax form will be made available online in Investor360°®). If you are enrolled in e-notification, you will receive an email notifying you that your tax forms are ready to view. If you are not enrolled in e-notification, your form will be mailed within five business days of online posting. In either case, once issued, you may access an electronic version of your tax forms in Investor360° under Statements & Documents > Tax Reporting > Most Recent.
Please note: In instances when tax reporting for an account occurs during the extension period, NFS will provide an online preliminary tax statement starting on February 15. This is viewable only online, in Investor360°, and will provide a single view of current tax information to assist you in determining early tax liability.
If you have any questions, please don’t hesitate to call the office at 978.774.2266.
Brendan M. Maloy, CFP®
Insight Financial Horizons
150A Andover Street ▫ Unit4-B ▫ Danvers, MA 01923
Phone (978) 774-2266 Fax (978) 774-2066
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Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.