Tax Documents Mailing Dates

January 31 – Tax Forms 1099-R and 1099-Q mailed. First wave of Consolidated 1099 Forms (1099-Div, 1099-Int, 1099-B) 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 7 – March 7 – Consolidated 1099 Forms will be produced and mailed on a weekly basis. Amended Consolidated 1099 Forms will be mailed as needed.

March 15 – Final mailing of original Consolidated 1099 Forms. Amended Consolidated 1099 Forms will continue to be mailed as needed.

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:  2024  |   2025

Enrolling in electronic delivery (eDelivery) through Davenport Online will provide faster access to your tax statements.

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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)

Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.