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When does Merrill send a 1099?

Merrill says consolidated 1099 tax statements for the 2025 tax year are produced from January 26 through February 28, 2026, with a possible extension through March 19.

Last checked October 18, 2026Verified

Typical release

Verified Each February

What the company published for a specific season

Merrill’s mailing-date page for this season lists consolidated 1099 production from January 26 to February 28, and a regulatory due date with extension of March 19. The Merrill statement guide says an annual consolidated tax-reporting statement is provided each February.

Corrected forms

Verified For the 2025 tax year, amended forms from the end of February through April 15, 2026

Forms

  • Consolidated 1099 tax statement Verified

    Merrill’s statement guide says the consolidated statement substitutes for Forms 1099-DIV, 1099-INT, 1099-OID, 1099-B, and 1099-MISC.

  • 1099-DA Unverified

    Not mentioned on the Merrill pages 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
TurboTaxVerifiedMerrill’s supplemental-statement guide says tax information can be downloaded into TurboTax. Intuit’s partner list includes “Merrill Lynch-Merrill Edge.”
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 Merrill send a 1099?

    Merrill’s statement guide says the consolidated tax-reporting statement arrives each February. For the 2025 tax year, production dates run January 26 through February 28, 2026, and Merrill says some forms can be delayed until March 19.

  • Which forms are in a Merrill consolidated 1099?

    Merrill says the statement substitutes for Forms 1099-DIV, 1099-INT, 1099-OID, 1099-B, and 1099-MISC. Form 1099-DA was not on the pages we checked.

  • When do corrected Merrill 1099s arrive?

    For this season, Merrill says an amended form, if needed, is mailed between the end of February and April 15, 2026. That is a published window for the 2025 tax year, not a multi-year promise.

Sources