It is once again the time of year to begin preparing for tax filings. Below please find an explanation of the reporting process for tax year 2025.

Pershing, a BNY Mellon company, provides tax reporting on our behalf. Pershing mails your Form 1099 when it receives tax information from the issuers of securities you hold. For more information, including a sample 1099 statement and additional details about the mailing timeline, visit mytaxhandbook.com. The following schedule will apply, although dates may be subject to change:

Benjamin F. Edwards does not provide tax advice.