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Pershing 1099s – When Will You Get Yours?

January 7, 2014

"Tax Forms"As we begin receiving all of our tax forms and statements one of the big questions on everyone’s mind is “when will I be getting my Pershing 1099?” Below is a summary of when you should expect to receive your Pershing 1099s. 

Depending on the investments in your account, Pershing will begin mailing Forms 1099 by January 31st, 2014. This includes investors with common stocks and bond investments.

For investors holding unit investment trusts (UITs), Pershing will be mailing the Forms 1099 by February 28th, 2014.

Pershing hopes to send out all Forms 1099 by March 17th, 2014.

For faster access, consider enrolling in electronic delivery (e-delivery). When you enroll in e-delivery, you can view your tax documents as soon as they are available. Contact us about your mail delivery preferences.

Note corrected Forms 1099 will be mailed as needed.