How do I know if I will receive an amended Form 1099?
If you hold a mutual fund, ETF, real estate investment trust (REIT), WHFIT, or regulated investment company (RIC), you may receive one or more amended Forms 1099 because those types of securities may reclassify payments made in 2019 or 2020. For example, a 2019 payment that was identified as an ordinary dividend may be reclassified in 2020 as a capital gain or nontaxable return of capital, prompting an amended Form 1099.
After initial Forms 1099 are generated, amended forms are typically delivered every two weeks starting in March. Later in the year, amended forms will be produced once a month, as required. If you signed up for electronic document delivery and will receive an amended tax form, we will notify you promptly
by email.
For more information, visit the Tax Center at etrade.com/tax. There you’ll find:
• Electronic copies of your tax documents
• Frequently asked questions about tax forms, tax reporting, and cost basis
• Access to our Cost Basis Resource Center, which provides tools and information to help you navigate cost basis rules