As tax season approaches, one of the most common questions we hear is: “When will my 1099 be ready?” If your investment accounts are custodied at Pershing, here’s what you need to know about the 2026 1099 delivery timeline and how to quickly access your tax documents through the Osaic eQuipt portal.
📅 Pershing 1099 Delivery Timeline for 2026
Pershing delivers Form 1099 tax statements on a rolling, weekly basis, beginning January 28, 2026, and continuing through March 11, 2026. The timing depends largely on the types of investments held in your account.
Here’s how the phases typically break down:
Early Phase: Late January – Early February
Often around January 28–31
Accounts with straightforward holdings such as:
Stocks
Bonds
Options
These accounts usually don’t require late income reclassifications, allowing for earlier delivery.
Mid Phase: February
Accounts holding:
Mutual funds
REITs
Certain equities or income-producing investments
These securities often finalize income and tax character details later in the season.
Later Phase: Through March 11
More complex accounts
Accounts requiring corrections or late issuer data
You may receive a “Pending 1099” notice first, which includes an estimated future delivery date.
➡️ Important note: While some years see slight variation, Pershing’s 2026 guidance caps electronic delivery at March 11 (with mailed forms typically following shortly thereafter).
🧾 Should You File Your Taxes Right Away?
If your portfolio includes mutual funds, REITs, or other complex holdings, many advisors recommend waiting until mid-March to file your tax return. This helps ensure:
All income reclassifications are included
Corrections are finalized
You avoid amended returns later
How to Access Your 1099 on the Osaic eQuipt Portal
Pershing-custodied tax documents are delivered electronically through the Osaic eQuipt client portal (if you’ve opted into eDelivery). Here’s how to find them.
Step 1: Go to the eQuipt Login Page
Visit the official portal:
👉 https://app.osaic.com/equipt/login
This is where your account documents—including statements and tax forms—are stored.
Step 2: Log In (or Register if Needed)
If you already have an account:
Enter your Username and Password
Click Login
If you’re new or need help accessing your account:
Click Sign Up (or Don’t have an account? Sign Up)
You’ll need:
Your Osaic Account Number
Your Social Security Number (SSN)
Follow the prompts to create your login
Forgot your credentials? Use the Forgot Username? or Forgot Password? links on the login page.
Step 3: Navigate to Your Tax Documents
Once logged in:
Go to the E-Documents section (sometimes labeled Statements & Documents)
Select:
Your specific account (or All Accounts if you have multiple)
Filter documents by:
Tax Documents
Year
Form type (such as 1099 Composite)
Your tax forms will appear as downloadable PDFs
You can view, print, or save your 1099 directly from the portal.
💡 Tip: Electronic delivery is typically faster than mailed copies and updates automatically if corrections are issued.
Final Thoughts
If you don’t see your 1099 right away, don’t panic—this is completely normal, especially for accounts with complex holdings. The phased delivery process is designed to ensure accuracy, not delay.
If you have questions about your specific account, your tax situation, or whether your 1099 is final, don’t hesitate to reach out. We’re happy to help you navigate tax season with confidence.