[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304384-105":53,"doc-detail-304384-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","tax-form-schedule-2022-tax-year","Tax Form Schedule - 2022 Tax Year","","Tax Form Schedule for the 2022 tax year outlining when major IRS forms will be made available online and when related paper mailings are sent. It specifies recommended timing for clients to wait until March 15, 2023 to file their taxes and notes that mailing dates fall within five business days of online availability, subject to change. The schedule lists forms 5498, 1099-R, multiple 1099-B mailings, 1099 informational items, 1042-S, and 5498 Spring with online availability dates.",{"@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":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/tax-form-schedule-2022-tax-year/304384/",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/tax-form-schedule-2022-tax-year/304384.png","ImageObject",442,249,{"name":88,"@type":89},"Ivy","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-30","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},"When are most Brinker Capital Form 1099-B available online?","Question",{"text":108,"@type":109},"Most Brinker Capital Form 1099-B will be available online by February 25, 2023.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What is the earliest recommended date to file taxes for this schedule?",{"text":113,"@type":109},"Clients are recommended to wait until March 15, 2023, at the earliest, to file their taxes.",{"name":115,"@type":106,"acceptedAnswer":116},"How are paper mailings timed relative to online availability?",{"text":117,"@type":109},"All forms are mailed within five business days of the available online dates, which are subject to change.","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},304384,1790730238,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":73,"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},549758252649,"https://ap-avatar.wpscdn.com/avatar/8000253669c5317157?_k=1778319167496531819","Tax Form Schedule   \n2022 TAX YEAR  \nAs highlighted below, the majority of the Brinker Capital Form 1099-B will be available online by February 25, 2023. As with prior years, we recommend that clients wait until March 15, 2023, at the earliest, to file their taxes.  \nAll forms are mailed within five business days of the available online dates, which are subject to change.  \n\n| Original tax form | Description | Available online |\n| --- | --- | --- |\n| 5498 | Contributions and year-end market values of retirement accounts | 01/20/2023 |\n| 1099-R | Distributions from retirement accounts | 01/20/2023 |\n| 1st mailing: 1099-B | Includes brokerage accounts with holdings whose income do not require reclassification or additional information from issuers. Generally, this includes accounts holding options, certain equities, and fixed income securities. | 01/21/2023 |\n| 2nd mailing: 1099-B | Might include equities and fixed income securities, closed-end funds, unit investment trusts (UITs), and non-Fidelity mutual funds where the issuer provided final tax information after the 1st mailing. | 02/9/2023 |\n| 1099: INFO only (corporate) | 1099 supplemental information for corporate and eligible exempt accounts | 02/1 1/2023 |\n| 1099: Preliminary Tax Statement\u003Cbr>*For 3rd & 4th mailings | Preliminary tax forms for accounts in 3rd or 4th mailing cycle | 02/1 1/2023 |\n| 3rd mailing: 1099-B\u003Cbr>*Primary Brinker Capital mailing | Brokerage accounts holding Fidelity Funds, non-Fidelity Funds, and securities with income reclassification completed to date | 02/25/2023 |\n| 4th mailing: 1099-B | Brokerage accounts holding Fidelity Funds, non-Fidelity Funds, and securities with income reclassification completed to date | 03/04/2023 |\n| 1042-S\u003Cbr>(Non-Retirement) | Brokerage accounts for non-resident aliens (NRA) which reports all US source income distributions, retirement distributions, and NRA taxes withheld. | 03/10/2023 (Non-Retirement) |\n| 5498 (Spring) | Mutual funds and brokerage contributions and year-end market values to capture contributions made from January 1 to April 15 of the current year | 05/11/2023 |\n\n1055 Westlakes Drive, Suite 250 Berwyn, PA 19312  \n[BrinkerCapital.com](BrinkerCapital.com)  \n800.333.4573  \nFor Professional use only. Not intended for public distribution. This information is subject to change and revised periodically. To ensure most recent version of document, regularly check your client accounts at [BrinkerCapital.com. Brinker Capital](BrinkerCapital.com. Brinker Capital) does not provide tax or legal advice. Clients should consult their tax advisor or attorney regarding specific tax issues. Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.  \n0588-BCI-2/23/2023","cbCaiqrH7rk0rfsr","https://ap.wps.com/l/cbCaiqrH7rk0rfsr","pdf",184682,"English","# Tax Form Schedule - 2022 Tax Year\n## Online availability and filing recommendation\n## Mailing timeline and form-by-form availability","[{\"question\":\"When are most Brinker Capital Form 1099-B available online?\",\"answer\":\"Most Brinker Capital Form 1099-B will be available online by February 25, 2023.\"},{\"question\":\"What is the earliest recommended date to file taxes for this schedule?\",\"answer\":\"Clients are recommended to wait until March 15, 2023, at the earliest, to file their taxes.\"},{\"question\":\"How are paper mailings timed relative to online availability?\",\"answer\":\"All forms are mailed within five business days of the available online dates, which are subject to change.\"}]","Tax Form Schedule - 2022 Tax Year | PDF",1789812687]