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When does J.P. Morgan Self-Directed send a 1099?

Chase lists consolidated 1099s for brokerage and managed accounts as expected February 17, 2026. We did not find a separate self-directed-only calendar.

Last checked October 18, 2026Unverified

Typical release

Unverified Unverified. We did not find a recurring typical date on an official page.

What the company published for a specific season

Chase’s 2025 investment tax-form page lists consolidated 1099s, which may include 1099-DIV, 1099-INT, 1099-MISC, 1099-B, and 1099-OID, with an expected mailing date of February 17, 2026. The page covers J.P. Morgan Wealth Management brokerage and managed accounts and says an IRS extension can delay mailing. Corrected consolidated 1099s are described as generally sent in March or April.

Corrected forms

Verified Generally March or April

Forms

  • Consolidated 1099 Verified

    Chase says it may include Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B, and 1099-OID, depending on the account.

  • 1099-DA Unverified

    Not mentioned on the Chase investment tax-form page we checked.

Tax software import

Verified means the broker or the software vendor says this firm’s forms can be imported. Unverified means we did not confirm it. This list is not a recommendation, and it does not cover wash-sale or cross-account reconciliation.

Import support checked October 18, 2026
SoftwareStatusWhat the source says
TurboTaxVerifiedChase’s tax-form page says brokerage accounts can be imported in TurboTax by selecting Chase as the financial institution.
FreeTaxUSAUnverifiedNo official import statement found.
H&R BlockUnverifiedNo official import statement found.
TaxActUnverifiedNo official import statement found.
KoinlyUnverifiedNo official import statement found.
CoinLedgerUnverifiedNo official import statement found.

Tax software sites

These links open each company’s own website. A listed name is not a recommendation, and TaxFormWatch does not review wash-sale or cross-account reconciliation features.

Questions people ask

  • When does J.P. Morgan Self-Directed send a 1099?

    A standalone self-directed calendar was not found. Chase’s brokerage and managed-account schedule lists consolidated 1099s for February 17, 2026, and says an extension can move that date. A recurring typical date is unverified.

  • When do corrected J.P. Morgan 1099s arrive?

    Chase says corrected consolidated 1099s are generally sent in March or April, including after income reclassification or an updated cost-basis transfer.

  • Can TurboTax import these forms?

    Chase documents a TurboTax import path for brokerage accounts by selecting Chase. Other tax software on this site was unverified.

Sources