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What You Need to Know About The 2019 Tax Form Schedule

What You Need to Know About The 2019 Tax Form Schedule

| January 24, 2020

Do you have questions about when to file your 2019 taxes? We break down the 2019 Tax Form delivery calendar below for National Financial Services brokerage accounts. 

This calendar is helpful for clarifying when your account-specific tax documents will be generated and distributed for your brokerage account. Note, if you maintain any direct investments outside of National Financial Services this schedule does not apply and you can email to request more information on a direct investment provider tax document schedule. 

National Financial Services (NFS)

For your NFS brokerage account, you should receive your tax documents by mail or email depending on the document delivery method you have selected for each account. Our recommendation is to allow up to 15 business days from the day the tax documents are made available online, indicated by the date listed in the column titled “Activates Online” in the Tax Form Schedule to receive by mail. If you are set up for e-delivery, a notification that the document is available for you to download will be sent to you via email on that day. If you are currently set up for Wealthscape Investor you will be able to view the documents online. If you are not set up and would like to be, please reach out to to get set up with a Wealthscape Investor login.Wealthscape Investors will be able to access the forms within the account page. With the exception of the "1099: Preliminary Tax Statement," all forms are eligible for e-delivery.

Find the Tax Form Schedule below.

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