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It explains why the information is not final due to securities requiring income reclassification and special reporting, when statements become available on AccountView, and when original forms are delivered. It also confirms statements are not mailed, not viewable on TurboTax, and only available for 1099-Consolidated, with a reminder to seek qualified tax advice.",{"@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-tax-form-statement-frequently-asked-questions/301132/",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-tax-form-statement-frequently-asked-questions/301132.png","ImageObject",442,249,{"name":88,"@type":89},"Ophelia","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a Preliminary 1099 Tax Information Statement?","Question",{"text":108,"@type":109},"A preliminary 1099 Tax Information Statement is an advanced draft copy of clients’ 1099 tax forms.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can clients use the preliminary 1099-consolidated statement to file their taxes?",{"text":113,"@type":109},"No. The draft form should not be used for filing tax returns with the IRS or any state or regulatory authority.",{"name":115,"@type":106,"acceptedAnswer":116},"When will clients get the original tax forms and the preliminary statement?",{"text":117,"@type":109},"Advanced preliminary copies will be available on AccountView on February 15. Clients will receive original tax forms either March 1 or March 15.","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},301132,1790055444,{"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":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"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":4},7971461741311,"https://ap-avatar.wpscdn.com/avatar/74000253aff267980c6?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345379180704826","Preliminary Tax Form Statement: FREQUENTLY ASKED QUESTIONS  \nWhat is a Preliminary 1099 Tax Information Statement?  \nA preliminary 1099 Tax Information Statement is an advanced draft copy of clients’ 1099 tax forms.  \nCan clients use the preliminary 1099‐Consolidated Tax Information Statement to file their 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 is foryour information only and may assist you with tax preparation.  \nEven though this is a preliminary 1099 tax form, 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. Before 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 1099 statement be available?  \nThe advanced preliminary copies of your 1099 tax forms will be available on AccountView on February 15.  \nWhen will clients receive their original tax forms?  \nClients will receive their original tax forms either March 1 or March 15.  \nWill the preliminary statements be mailed?  \nNo, the preliminary statement will not be mailed.  \nWill the preliminary statements be viewable on TurboTax?  \nNo, the preliminary statement will not be viewable on TurboTax.  \nWill clients receive a preliminary statement for any other tax forms?  \nNo. Preliminary tax statements are ONLY available for 1099‐Consolidated.  \nThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor","cbCaiqGAcMgAB9wU","https://ap.wps.com/l/cbCaiqGAcMgAB9wU","pdf",82268,"English","# Frequently Asked Questions\n## What is a Preliminary 1099 Tax Information Statement?\n## Can clients use the preliminary statement to file taxes?\n## Is the information final?\n## When will statements be available?\n## How and where will clients receive statements?","[{\"question\":\"What is a Preliminary 1099 Tax Information Statement?\",\"answer\":\"A preliminary 1099 Tax Information Statement is an advanced draft copy of clients’ 1099 tax forms.\"},{\"question\":\"Can clients use the preliminary 1099-consolidated statement to file their taxes?\",\"answer\":\"No. The draft form should not be used for filing tax returns with the IRS or any state or regulatory authority.\"},{\"question\":\"When will clients get the original tax forms and the preliminary statement?\",\"answer\":\"Advanced preliminary copies will be available on AccountView on February 15. Clients will receive original tax forms either March 1 or March 15.\"}]","Preliminary Tax Form Statement - Frequently Asked Questions | PDF",1789779438]