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When will I receive Form 1099 for tax purposes?

The IRS requires custodians to report all distributions made from IRAs for the prior year on Form 1099 each year. The form is sent to distribution recipients by January 31 and to the IRS by February 28 (or March 31 if filed electronically).

If you are expecting a Form 1099 and do not receive it by the end of February, please contact us and we will provide you with a copy. Please note that you will not receive a Form 1099 from our firm unless you received a distribution from a Kingdom Trust account.