January 31, 2025: 1099-Q, 1099-R, 592-B
February 18, 2025: 1099-B, 1099-DIV, 1099-INT
March 17, 2025: 1042-S
June 2, 2025: 5498
Please allow 5 - 7 business days after the required tax form mail date for delivery of the original tax forms, prior to requesting a duplicate copy. Please contact one of our representatives if you have any questions, concerns, or need additional clarification regarding your account. They can be reached at 800-304-7404.