It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March. They continue working to improve the delivery of these important forms, so that you can get your taxes filed in a timely manner. This year, they’ve identified February 20th as the date that they’ll mail at the minimum a preliminary 1099 consolidated tax statement. Forms for many accounts are expected in earlier mailings, but at the worst, you should have something by the end of February to help plan your tax returns.

Please check any consolidated form 1099 received from LPL if it contains the word “preliminary”, as this indicates a corrected 1099 will be sent later. For most accounts, LPL will have received the information required to issue and mail out a corrected consolidated form 1099 no later than March 16th.
1099-R’s will be mailed out for Retirement accounts (i.e. IRAs) on January 31st. This form reports the distributions taken from the retirement accounts during the past tax year. The form is generated only if distributions were taken.

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.

As always, everyone here at Enduring Wealth Advisors is aware of the need to get you these forms in as timely a manner as is possible. Please reach out to us before you visit your tax preparer, if you have any questions about reporting from LPL.

TRACKING # 1-944641


It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March. They continue working to improve the delivery of these important forms, so that you can get your taxes filed in a timely manner. This year, they’ve identified February 20th as the date that they’ll mail at the minimum a preliminary 1099 consolidated tax statement. Forms for many accounts are expected in earlier mailings, but at the worst, you should have something by the end of February to help plan your tax returns.

Please check any consolidated form 1099 received from LPL if it contains the word “preliminary”, as this indicates a corrected 1099 will be sent later. For most accounts, LPL will have received the information required to issue and mail out a corrected consolidated form 1099 no later than March 16th.
1099-R’s will be mailed out for Retirement accounts (i.e. IRAs) on January 31st. This form reports the distributions taken from the retirement accounts during the past tax year. The form is generated only if distributions were taken.

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.

As always, everyone here at Enduring Wealth Advisors is aware of the need to get you these forms in as timely a manner as is possible. Please reach out to us before you visit your tax preparer, if you have any questions about reporting from LPL.

TRACKING # 1-944641