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When will tax forms be available?
Our clearing partner, Pershing LLC expects their tax documents to be released in four distinct phases.
January 31, 2018 Form 1099 will be available online for accounts with holdings and income that typically do not require reclassification or additional information from issuers. Generally, this includes accounts holding fixed income (debt), equity-only investments and options.
February 15, 2018 Generally, this document includes mutual funds, certain unit investment trusts (UITs), real estate investment trusts (REITs) and certain equities that were not included in the phase one. If you hold positions for which issuers have not provided final 2016 tax information, you will receive a Pending 1099 Notice. This will identify the holdings impacting the mailing date of your Form 1099 and provide the anticipated mail date. If you received your Form 1099, you will not be sent this notice.
February 28, 2018 Form 1099 will be available for accounts for which income reclassifications were received after the February 15 mailing was prepared. Generally, this includes remaining mutual funds, REITs and certain equities.
March 15, 2018 Form 1099 will be available for all remaining accounts regardless of whether pending income reclassifications have been received from issuers. Generally, this includes certain complex, non-equity securities, such as real estate mortgage investment conduits (REMICs), widely held fixed investment trusts (WHFITs) and some UITs.
Please keep in mind you will not receive a Form 1099 if you did not have any reportable sales activity and the interest or dividend payments do not exceed $10 in 2017.
1099s can be found on your Motif dashboard under “Activity”, “Documents & Confirms”, and within the “Tax Documents” tab.
For your convenience 1099 data can be downloaded to the latest version of TurboTax within two weeks after distribution.
- From TurboTax, select “Motif Investing, Inc.” as your brokerage and click the continue button.
- Enter your Motif Investing username and password.