When do I receive my tax documents for my accounts? (1099’s)

Below are the release dates for the 2024 tax year:  

• 1099-R and 1099-Q (January 17th)  
• 1099-DIV – for accounts holding more complex securities. (February 7th and 14th)  
• Preliminary 1099 - includes accounts that won’t receive a final 1099 until all income data is finalized (February 14th)  
• Form 5498 (February 21st and May 23rd)  
• 1099-DIV - final version (February 21st, 28th, and March 7th)