TaxFormWatchBroker tax-form dates

Calendar

2027 tax-season calendar

Forms for 2026 activity are furnished in early 2027. This page repeats IRS due-date rules and only projects a broker window when that broker has a verified recurring pattern. A 2026 season date is not treated as the 2027 date.

IRS furnish-to-recipient rules

  • The IRS guide to information returns lists February 15 as the date Form 1099-B is due to the recipient, and January 31 for several other 1099s, including 1099-DIV. If the date falls on a Saturday, Sunday, or legal holiday, it moves to the next business day.
  • For 2025 Forms 1099-DA, the IRS newsroom said brokers must send recipient statements by February 17, 2026. That is the 2026 season, not automatically the 2027 date.
  • February 15, 2027 is a Monday, and it is Washington’s Birthday (the third Monday in February). Under the IRS weekend-and-holiday rule, a February 15 due date would move to the next business day, February 16, 2027. Confirm the observed date on IRS.gov before you rely on it. Brokers often furnish earlier, or later when they have an extension.

Read the full form background on the 1099-DA guide.

Verified typical windows

These phrases come from the firm’s own pages and are the only broker dates projected here.

  1. Ally Invest: Generally by the middle of February. Correction window unverified.
  2. Binance.US: Typically before mid-February. Correction window unverified.
  3. Cash App: By February 15 of the following year. Correction window unverified.
  4. Charles Schwab: Typically end of January, mid-February, and end of February. Corrections: Most corrected 1099s before the April filing deadline; some after.
  5. E*TRADE: Generally by February 15, with some forms held into March. Correction window unverified.
  6. Gemini: Typically February 15 each year. Correction window unverified.
  7. Merrill: Each February. Corrections: For the 2025 tax year, amended forms from the end of February through April 15, 2026.
  8. PayPal and Venmo: Around February 15. Correction window unverified.
  9. Public: By mid-February. Correction window unverified.
  10. Vanguard: Typically mid-January through mid-March. Correction window unverified.
  11. Wealthfront: Typically the third week of February. Correction window unverified.
  12. Webull: Estimated January 31 for the first consolidated 1099. Corrections: Estimated late February to early March for the first correction run.

Published for one season, not projected

These firms posted a date for a specific tax year. That date is on their page. It is not copied onto the 2027 calendar.

No public date found