Methodology

How this site treats dates

TaxFormWatch is a reference for when US brokers and crypto exchanges release tax forms. The pages were last checked against company and IRS sources on October 18, 2026.

What gets a date

A release date is marked verified only when the company’s own help, tax, or support page states it. IRS pages are used for form rules, such as what Form 1099-DA is and the statutory furnish-to-recipient timing. Third-party blogs are not used as dates.

“Typically mid-February” appears only when the company itself describes a recurring pattern, with words like “typically,” “generally,” or “each year.” A single season’s calendar, such as “available by February 17, 2026,” is shown as a published season note. The typical release stays unverified until a recurring pattern is on an official page.

What “unverified” means

Unverified means we did not find that fact on an official page during the last check. It does not mean the firm refuses to issue the form, and it does not mean a date you saw elsewhere is wrong. Corrected-form windows and tax-software import notes use the same rule. An import is marked verified only when the broker or the software vendor names that path.

What this site will not do

• It does not invent dates to fill a blank.
• It does not give tax, legal, or filing advice. Descriptions quote what the source says.
• It does not recommend software for wash-sale or cross-account reconciliation. OptionsTaxHub is linked from Robinhood pages as a free check of a Robinhood 1099 against a trade export.

Tax software links

Links to tax software open each vendor’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.

Keeping pages current

Dates are rechecked when the company’s own tax pages change. The 2027 tax-season calendar only projects windows this site has marked as a verified typical pattern.