Important Tax Preparation Information
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
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- Instructions for importing tax documents: TurboTax | H&R Block
- Davenport’s Yearly Tax Planning Guide: 2024 | 2025
- 2024 Pershing 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)