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The guidance covers finalization timing, availability in Account View, whether mailed delivery occurs, and whether third-party sites will display the statement. It also addresses why a consolidated 1099 may be received in the tax season, changes from earlier schedules, download/upload steps for TurboTax®, and limits on cost basis imports.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/preliminary-1099-consolidated-tax-information-statement-frequently-asked-questions/303582/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/preliminary-1099-consolidated-tax-information-statement-frequently-asked-questions/303582.png","ImageObject",442,249,{"name":88,"@type":89},"Graffin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a preliminary 1099-Consolidated Tax Information Statement?","Question",{"text":108,"@type":109},"It is an advanced draft copy of your 1099-Consolidated tax forms. It is provided for informational purposes only.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can I use the preliminary 1099C statement to file my taxes?",{"text":113,"@type":109},"No. The draft is not considered final and should not be used to file tax returns with the IRS or other authorities.",{"name":115,"@type":106,"acceptedAnswer":116},"When will the preliminary 1099C consolidated statement be available, and will it be mailed?",{"text":117,"@type":109},"It will be available in Account View on February 17. It will not be mailed, and the original tax forms are expected between February 24 and March 17.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303582,1790462532,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},3573418547284,"https://eur-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","FREQUENTLY ASKED QUESTIONS  \nPreliminary Tax Statement  \nWhat is a Preliminary 1099-Consolidated Tax Information Statement?  \nA preliminary 1099-Consolidated Tax Information Statement is an advanced draft copy of your 1099-Consolidated tax forms.  \nCan I use the preliminary 1099-Consolidated Tax Information Statement to file my taxes?  \nNo; this draft form should NOT be considered final and should NOT be used for the purpose of filing tax returns with the IRS or with any state or other regulatory authority. All pages of this document are for informational purposes only and may assist you with tax preparation.  \nEven though this is a preliminary 1099C Consolidated Tax Statement, is this information final?  \nNo; your 1099 Tax Information Statement is not finalized because your account holds certain securities that are subject to income reclassification and/or subject to special reporting requirements.  \nBefore your statement can be finalized, additional tax reporting information is required from these securities and has not yet been provided by the issuers of these securities.  \nWhen will the preliminary 1099C Consolidated Tax Statement be available?  \nThe advanced preliminary draft copy of your 1099C tax form will be available on Account View on February 17.  \nIf I received a preliminary 1099C Consolidated Tax Statement, when will I receive the original tax form?  \nYou will receive your original tax forms between February 24 and March 17.  \nWill the preliminary 1099C Consolidated Tax Statement be mailed?  \nNo, the preliminary 1099C Consolidated Tax Statement will not be mailed.  \nWill the preliminary 1099C tax form be viewable on a 3rd party tax accounting site? No, the preliminary 1099C Consolidated Tax Statement will not be viewable on 3rd party tax accounting site.  \nWill I receive a preliminary tax statement for any other tax forms?  \nNo, preliminary tax statements are ONLY available for 1099C Consolidated Tax Statement.  \nHow will I know which document is the preliminary 1099C Consolidated Tax Statement in AccountView?  \nThe preliminary tax statements will be watermarked with the message “Preliminary-Do not use for tax return.”  \nFREQUENTLY ASKED QUESTIONS  \nTax Season  \nWhy did I receive a 1099 Consolidated Tax Statement this year?  \nYou received a 1099 this year because you received more than $10 in taxable income this year in the form of dividend income, interest income, or proceeds from share sales income.  \nDidn’t I previously receive my 1099-C forms at the end of January? Why did it change?  \nIn the fall of 2008, the IRS recognized there wasn’t sufficient time to make the necessary changes, verify the data, print the forms, and mail them by January 31, so the IRS filing deadline was changed from January 31 to February 15. Additionally, many brokers, including LPL also request a 30-day filing extension which extends the filing date to March 15. However, for clients with the simplest holdings, LPL Financial will mail your 1099 Consolidated Tax Statement shortly after data is finalized, often before March 15  \nCan I download my tax data to TurboTax®?  \nYou’ll need to have an active Account View profile to upload your tax data into TurboTax® .  \nForms will be available for download once all of the forms for your account(s) are available. We recommend you wait to download your tax forms until you’ve received your tax statements in the mail in order to compare the data and ensure the TurboTax® download is complete and accurate.  \nFor technical questions, please contact Intuit TurboTax® or visit [http://turbotax.intuit.com/support/](http://turbotax.intuit.com/support/)  .  \nWill I be able to import the cost basis information from the Realized Gains and Losses statement from Account View into TurboTax®?  \nNo. The cost basis data is imported into TurboTax® from your 1099 Consolidated tax statement. To ensure accuracy, compare the data imported into TurboTax® to data shown on your 1099 Consolidated Tax Statement.  \n10  \n2022/2","cbCaifsgggenA7de","https://ap.wps.com/l/cbCaifsgggenA7de","pdf",210734,"English","# Frequently Asked Questions\n## Preliminary Tax Statement\n## Tax Season","[{\"question\":\"What is a preliminary 1099-Consolidated Tax Information Statement?\",\"answer\":\"It is an advanced draft copy of your 1099-Consolidated tax forms. It is provided for informational purposes only.\"},{\"question\":\"Can I use the preliminary 1099C statement to file my taxes?\",\"answer\":\"No. The draft is not considered final and should not be used to file tax returns with the IRS or other authorities.\"},{\"question\":\"When will the preliminary 1099C consolidated statement be available, and will it be mailed?\",\"answer\":\"It will be available in Account View on February 17. It will not be mailed, and the original tax forms are expected between February 24 and March 17.\"}]","Preliminary 1099-Consolidated Tax Information Statement - Frequently Asked Questions | PDF",1789805447]