2021 Tax Season: 1099s

2021 Tax Season: 1099s

January 14, 2021
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To help you during tax season, we've created a FAQ for 1099s and LPL's mailing schedule. 

When will I receive my 1099 Consolidated Reporting Statement?
LPL will begin mailing 1099 Consolidated Reporting Statements on January 29, 2021. During the 2021 tax season, 1099 Consolidated Statements will be mailed in four phases in order to meet all IRS deadlines, reduce errors, and reduce the need to mail corrected 1099.

 

When will I receive my 1099-R and/or 1099-Q Statement?
Both the 1099-R and 1099-Q forms maintained the standard deadline and will be mailed out by LPL on January 29, 2021.

Can I view my Tax Statements online?
Yes, all of your tax statements will be available on AccountView under the Documents and Statements tab.  Select the accounts you wish to view statements for and select Tax Forms for 2020. 

You can create your own account on AccountView at www.myaccountviewonline.com or call us at 503.723.1494 for assistance.

I have an IRA, why didn't I receive a 1099-R?
1099-R Statements report distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions.  You will only receive a 1099-R if you have taken distributions of $10 or more from the plan in a given year.