Below you will find the tax form availability schedule as provided by Fidelity and Charles Schwab.

Schwab

Tax Form Production Schedule

To ensure timely tax reporting while limiting corrections, Schwab produces Form 1099 Composite in three separate production runs, depending on the types of investments held, the reclassification status of dividends received and when trading has occurred in the account. Because many corrected 1099 forms are triggered as a result of securities with reclassified income or wash sales with deferred losses resulting from January purchases, Schwab uses two additional production runs to limit the amount of corrected forms sent to clients.

Fidelity

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