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When should I expect my 1099 For Tax Year 2022?

by Ralph Bender, MBA, CFP®

Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL mailed your form 1099-R (for retirement) on January 20. The forms for taxable, non-retirement accounts are more complex to compile. Please check any consolidated form 1099 received from LPL if it contains the word “preliminary”, which indicates a corrected 1099 will be sent later. For most accounts, LPL will have received the information required to issue and mail a corrected consolidated form 1099 no later than March 10th. Please allow 5-7 business days for USPS delivery. If your Account View has been set up, your tax forms will be available online the day the form is mailed…

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