When You Can Expect to Receive Your Edward Jones Tax Forms
All Edward Jones Consolidated 1099 Tax Statements will be mailed or e-delivered by Feb. 15. If you have signed up for Online Account Access, you may check the status of your Form 1099 in the "Documents" section under the heading "Tax Forms."
Please note: If we have not received final figures from the issuers of any of your securities by Feb. 15, your Form 1099 may be marked "Figures Not Final."
If you receive a "Figures Not Final" 1099 –
- And you hold stocks, mutual funds, foreign securities or REITs: You are likely to receive your final Form 1099 by late February or early March. Issuers of these securities often file extensions due to complex tax reporting.
- And you hold CMOs, REMICs, unit investment grantor trusts, mortgage trusts, HOLDR trusts or royalty trusts: You are likely to receive your final 1099 in mid-March. Issuers of these securities have a March 15 deadline to provide us with final tax information.
Accounts that Do Not Receive a Form 1099 or Form 1099-R
The IRS generally does not require us to report income to the IRS or clients if the total interest or dividend income for the tax year 2012 is less than $10.00. Therefore, if your total interest or dividend income for 2012 is less than $10.00 you will not receive a Consolidated 1099 Tax statement. In addition, if you did not receive a distribution from your retirement account or the amount you received was less than $10.00, you will not receive a Form 1099-R. However, you may be required to report this income to the IRS. Consult with your tax professional regarding your specific situation.
For helpful resources about your 2012 Edward Jones tax forms please visit www.edwardjones.com/taxcenter.
Edward Jones, its employees and financial advisors do not provide tax or legal advice. Consult your tax professional for advice regarding your situation.