| Form name | Mailing Dates | What's Reported |
|---|
| Consolidated 1099 Tax Statement | January 20 & 27 Accounts with the simplest tax information and not subject to income reclassification. February 3, 10, 17, & 24 Accounts holding more complex securities, for which issuers provided final tax information after January 28. March 3, 10, & 17 Accounts where security issuers did not furnish tax information to LPL Financial in time for the anticipated February mailing deadline. | All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID. |
Form 1099-R/Q | January 20 | Distributions from qualified retirement plans (for example, individual 401(k), profit sharing, and money-purchase plans), or any IRAs or IRA recharacterizations. |
| Preliminary 1099 Consolidated Tax Statement | February 17 | An advanced draft copy of your 1099-Consolidated tax forms. Includes accounts that won't receive a final 1099 Consolidated Tax Statement until all income data is finalized. |
| Form 5498 IRA | February 24 & May 31 | Contributions (including rollover contributions to any IRA). |
| IRA Tax Filing or Extension Request Deadline | April 18 | The filing deadline to submit 2022 tax returns or an extension to file and pay tax owed for most taxpayers. |
| Schedule K-1/Form 1065 Partner's Share of Income, Deductions, Credits, etc. | LPL Financial does not provide this form. | Distributions from partnership securities; your partnership administrator should mail your K-1 by April 15. Please note, while the K-1 form itself accounts for distributions or other items being passed through to the partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099. |
