When will my 1099 be available? The IRS deadlines for 2026 forms and what 18 brokerages say

Brokerages send Forms 1099 for 2026 in early 2027. As of November 8, 2026:

• The IRS deadlines fall on February 1 and February 16, 2027. The usual dates, January 31 and February 15, land on a Sunday and on Washington's Birthday, and the IRS moves a due date to the next business day. February 16 covers the 1099-B, the crypto 1099-DA and consolidated 1099 statements; February 1 covers forms sent on their own, such as the 1099-R.
• Only E*TRADE has posted dates for 2026 forms: most by February 16, 2027, some as late as March 16.
• The other 17 show last season's dates or none. Fidelity, Vanguard, Robinhood, Public and others still list the dates for 2025 forms, sent in 2026. They are a guide to the pattern, not this season's promise.
• Later than the deadline is allowed with an IRS extension of up to 30 days; Merrill and moomoo say they ask for it.

18 brokerages at a glance

The IRS deadlines for 2026 forms

Publication 1099 (2026), on the 1099-B, 1099-DA and consolidated statements: “The specific due date for furnishing statements to recipients for Forms 1099-B, 1099-DA, 1099-S, and 1099-MISC (if amounts are reported in boxes 8 or 10) is February 15 of the year following the calendar year for which you are furnishing the form.” It continues: “This also applies to statements furnished as part of a consolidated reporting statement.” The 1099-DIV, 1099-INT and 1099-R sent on their own are due January 31.

The weekend rule: “If any filing or furnishing due date specified in these instructions falls on a Saturday, Sunday, or a legal holiday in the District of Columbia or where the return is to be filed, the filing or furnishing will be considered timely if it is completed on the next day that is not a Saturday, Sunday, or a legal holiday.” In 2027, January 31 is a Sunday and February 15 is Washington's Birthday, so the deadlines are Monday, February 1 and Tuesday, February 16. E*TRADE's checklist states the same two dates. Last season the IRS used February 17, 2026 (its 2025 instructions: “must be furnished by February 17, 2026”).

A firm can get more time. Publication 1099: “If your request for an extension is approved, generally you will be granted a maximum of 30 extra days to furnish the recipient statements.” A form posted online counts: it is timely if “posted to a website, on or before the due date”.

Sources: IRS, Publication 1099 (2026); IRS, General Instructions for Certain Information Returns (2025); E*TRADE, Year-end tax-planning checklist for 2026.

Why some 1099s come in March

Funds such as REITs often tell brokers only in February how their payouts split between dividends, capital gains and return of capital. Firms hold those accounts back rather than send a form they would have to correct. Vanguard sends its third group “by mid-March for clients with accounts that hold complex securities and additional mutual funds and/or ETFs that did not finalize their income reporting by the second mailing.” E*TRADE and M1 say the same about income reclassification.

Sources: Vanguard, Tax questions; E*TRADE, Year-end tax-planning checklist for 2026; M1, Tax FAQs for M1 accounts.

Firm by firm

When will my Ally Invest 1099 be available?

Its FAQ gives no mailing date; for tax software it says “1099 data is generally available for import by the middle of February.”

Source: Ally Invest, Taxes FAQ.

When will my Betterment 1099 be available?

Its tax calendar, updated in January 2026, says “Feb. 12, 2026 is the first day that you can import your tax information into commercial tax software (e.g. TurboTax).” and gives February 12, 2026 for the 1099-B and 1099-DIV and February 2, 2026 for the 1099-R. Its Form 1099-B page gives 2/17/26 instead.

Sources: Betterment, Tax season calendar; Betterment, Form 1099-B.

When will my Charles Schwab 1099 be available?

Schwab publishes no dates, only a pattern: “Schwab sends its 1099s in three waves. The first wave is typically sent out at the end of January, the second goes out by mid-February, and a third wave at the end of February.” For your own account, “If your Schwab 1099 Composite form isn’t available yet, the dashboard will show a pending status and a date to expect it.” Its calendar for 2027 says “February 15 for some 1099s”; under the IRS holiday rule that deadline is February 16 in 2027.

Sources: Charles Schwab, Overview of the brokerage 1099 tax form; Charles Schwab, How to find my tax documents; Charles Schwab, Personal Finance Calendar for 2027.

When will my E*TRADE 1099 be available?

The only firm with dates for 2026 forms. Its checklist: “Most Forms 1099 will be issued by Feb 16; however, because certain information—such as income reclassification data—may not be available by then, some forms may not be issued until Mar 16.” Forms 1099-R and 1099-Q come by February 1, 2027, and the new crypto Form 1099-DA by February 16, online only. It also says “We’ll post a letter to the Documents page with an update on your 2026 Consolidated Form 1099.”

Source: E*TRADE, Year-end tax-planning checklist for 2026.

When will my Fidelity 1099 be available?

Its tax overview has a schedule with no year: “Review the dates standard tax forms are available online.” It lists 1099-R and 1099-Q on January 16 online (January 21 by mail), the 1099 in four groups available online January 24, February 7, February 21 and March 11, and the 1099-DA on February 17. The 1099-DA started with 2025 forms, so the table most likely shows last season. The page does not say which accounts fall in which group; your login shows your own schedule.

Source: Fidelity, Tax information overview.

When will my Firstrade 1099 be available?

Its tax center: Forms 1099-R and 1099-Q released January 31, 2026 and the consolidated 1099 February 17, 2026.

Source: Firstrade, Tax center.

When will my Interactive Brokers 1099 be available?

Its dates page for tax year 2025: “Forms and reports will be available by the end of the day of the date listed.” The consolidated Form 1099 was listed for February 20, 2026, 5:00 PM ET, and the 1099-R for February 2, 2026. Its general tax-forms page says instead “Consolidated Form 1099 will be available February 15 for the immediately preceding year.”

Sources: Interactive Brokers, Reports and dates; Interactive Brokers, U.S. tax forms.

When will my J.P. Morgan (Chase) 1099 be available?

Chase's page titled 2025 Investment Tax Forms & Mailing Dates lists consolidated 1099s for brokerage and managed accounts on February 17, 2026 and 1099-R and 1099-Q on January 31, 2026. It does not name Self-Directed Investing. It adds: “If an extension is filed, the mailing date for your tax forms may be delayed.”

Source: Chase, 2025 Investment Tax Forms & Mailing Dates.

When will my M1 1099 be available?

Its tax FAQ: consolidated 1099 on February 15 or March 15, and “If you hold a security subject to income reclassification in an M1-cleared brokerage account, your consolidated 1099 may arrive by March 15 to reduce the likelihood of a revised 1099.”

Source: M1, Tax FAQs for M1 accounts.

When will my Merrill Edge 1099 be available?

Merrill asks the IRS for more time: “Merrill requests an extension with the IRS so that we can validate the information that we’re providing.” Its table shows the consolidated 1099 produced January 26 to February 28, with an extended deadline of March 19. “If needed, an amended form will be mailed to you between the end of February and April 15, 2026.”

Source: Merrill Edge, Tax statement mailing dates.

When will my moomoo 1099 be available?

Its help article lists a February wave on February 17 and February 27, 2026 and a March wave on March 16, 2026. It says it filed Form 15397, the IRS extension, and that accounts with securities that adjust prior-year income “will be held back for later waves, to ensure the Original 1099 tax form is accurate.”

Source: moomoo, When will my 1099 be available?.

When will my Public 1099 be available?

Its help article lists the brokerage and bond account 1099 on 2/17/2026 and the IRA 1099-R and the High-Yield Cash Account 1099-INT on 1/31/2026, all in the app's Documents.

Source: Public, When will my tax documents be available?.

When will my Robinhood 1099 be available?

Its taxes page, written for tax year 2025, gives February 17 for the consolidated 1099 (including the 1099-B and 1099-DA) and February 2 for the Robinhood Retirement 1099-R. Corrected forms come with a page that “shows the differences from the previous version of the form 1099 you received.”

Source: Robinhood, Taxes and forms.

When will my SoFi Invest 1099 be available?

Its tax page lists 1099-B, 1099-DIV and 1099-INT for SoFi Invest on 2/15/26 and the 1099-R on 1/31/26, as paperless downloads.

Source: SoFi, Tax information for SoFi products.

When will my tastytrade 1099 be available?

Its tax center gives no date: “1099 Consolidated Tax Forms (“1099s”) are issued by our clearing firm: Apex Clearing Corporation.” Its help center did not load for our tools.

Source: tastytrade, Tax center.

When will my Vanguard 1099 be available?

Its page lists dates “for the 2025 tax year.” The brokerage consolidated 1099 came in three groups, available online January 28, February 19 and March 7 (mailed January 30, February 24 and March 13); the 1099-R on January 12. Why: “These holdings are not mailed until mid-February because of the likelihood that income will be reclassified resulting in the need for corrected tax forms.”

Sources: Vanguard, Investment tax forms; Vanguard, Tax questions.

When will my Wealthfront 1099 be available?

Its help article, last updated in 2024: “For any taxable investment accounts, you will receive a consolidated Form 1099 around February 15th.” The 1099-R comes by January 31.

Source: Wealthfront, When will my tax documents be delivered?.

When will my Webull 1099 be available?

Its help page lists the consolidated 1099 first run on January 31, the first correction run in late February to early March, and the 1099-DA on February 17, marked “Estimated availability date. Actual delivery may vary.”

Source: Webull, Tax document availability.

Quick answers

When will 1099 forms be available for 2026?

The IRS deadlines are February 1, 2027 for forms sent on their own, such as the 1099-R, and February 16, 2027 for consolidated brokerage 1099s and the 1099-DA. Firms with an IRS extension can send up to 30 days later. E*TRADE is the only brokerage that has published 2026 dates so far.

Why is my 1099 late?

Accounts holding funds that reclassify income, such as REITs, are often held back to a later wave so the form does not need correcting. Merrill and moomoo say they take the IRS extension. Your brokerage's tax center usually shows an expected date for your own account.

Can I file before my 1099 arrives?

You need the amounts. If a corrected 1099 comes after you file, you may have to amend. Where each tax program asks for a 1099-DIV: how to file a 1099-DIV online.

Does my 1099 show the state-tax-free part of Treasury funds?

Usually not on the form itself; funds publish the percentage separately. How to enter it: U.S. government interest in tax software.

What about crypto?

Crypto sales go on Form 1099-DA, due the same day as the consolidated 1099. For 2026 it starts showing cost basis: Form 1099-DA for 2026.

How we checked

• Each firm's public tax pages and the IRS publication, read November 8, 2026. Account-specific schedules behind a login were not checked.
• Where a page shows no year, we say so. We will replace last season's dates when the firms post 2026 dates.

What this page does not cover

• Forms 5498 and 1042-S, and employer stock plan supplements.
• Which brokerage to use. Firms are in alphabetical order.

Rechecks and changes

We will read every firm's page again in early January 2027 and in early February 2027, as they post 2026 dates.

• November 8, 2026. First published.

Sources are linked in each section. This page contains no affiliate links. It is not tax advice.