Important Tax Preparation Information
Tax Documents Mailing Dates
January 31 – Tax Forms 1099-R and 1099-Q were mailed. First wave of Consolidated 1099 Forms (1099-Div, 1099-Int, 1099-B) were mailed for accounts that hold basic equities and fixed income instruments. Remaining consolidated 1099 Forms will be mailed in waves based on issuers provided tax data on specific holdings and/or income reallocation.
February 15 – Second wave of original Consolidated 1099 Forms are mailed. Amended Consolidated 1099 Forms are mailed as needed.
February 29 – Third wave of original Consolidated 1099 Forms are mailed.
March 15 – Final wave of original Consolidated 1099 Forms are mailed.
May 31 – Tax Form 5498 mailed for IRA contributions and rollovers.
Tax Season Resources
- Instructions for importing tax documents: TurboTax | H&R Block
- Davenport’s Yearly Tax Planning Guide: 2023 | 2024
- Pershing 2022 Tax Guide
Enrolling in electronic delivery (eDelivery) through Davenport Online will provide faster access to your tax statements.
Client Services Support
Email: support@investdavenport.com
Phone: 804-697-2997
Toll Free: 1-888-742-1863
Support is available Monday-Thursday 9 a.m. – 5 p.m. (ET) and Friday 9 a.m. – 4:15 p.m. (ET)