When will I receive my 1099 Consolidated Reporting Statement?
LPL will begin mailing 1099 Consolidated Reporting Statements on January 23, 2026. During the 2025 tax season, 1099 Consolidated Statements will be mailed in several phases in order to meet all IRS deadlines, reduce errors, and reduce the need to mail corrected 1099. 1099s will be posted to Account View approximately 5–7 days prior to the mailing date.
When will I receive my 1099-R and/or 1099-Q Statement?
Both the 1099-R and 1099-Q forms will be mailed out by LPL no later than January 30, 2026.
Who Receives a 1099-R?
Clients will receive a 1099-R if they took a distribution from a retirement account during the year. This includes withdrawals from IRAs, 401(k)s, or other retirement plans. The form reports the amount distributed.
What kind of 1099 do I receive for my non-retirement account?
For a non-retirement accounts (including individual, joint, and trust accounts), clients receive a consolidated 1099 that may include 1099-INT, 1099-MISC, and 1099-B. It reports taxable activity for the year.
Can I view my Tax Statements online?
Yes, all of your tax statements will be available on Account View under the Documents and Statements tab. Select the accounts you wish to view statements for and select Tax Forms for 2025. You can create your own account on Account View or call us at (503) 723-1494 for assistance.
When is the deadline to contribute to my IRA or MFS 529 for the 2025 tax year?
You have until April 15 to contribute to your IRA. In the state of Oregon, MFS 529 contributions for 2025 must be received by April 15. In order for our office to assure proper processing we request all contributions be received by Wednesday, April 1.
How do I give permission for my CPA or Tax Preparer to contact you regarding my accounts?
Complete the Information to Disclose for all accounts you wish to give us permission to discuss with your tax professional. Fill in your tax professional's name and contact information, sign and return the form to the office via mail or secure email (please reach out to staff for a secure email portal). Or contact the office and we can send the form for you to sign electronically.
Using TurboTax, can I import data from Account View into TurboTax while I am preparing my taxes?
Yes, LPL Financial partners with TurboTax to allow their clients to import documents into their tax returns quickly and easily. You will need to have an active Account View profile to upload your tax data into TurboTax. Follow the TurboTax prompts or jump to the import section. For technical questions, please contact Intuit TurboTax Support.
Additional Resources
For more tax information, check out LPL's Tax Season Investor Guide.