Hello –
I hope the new year is off to a great start for you.
As we prepare for the upcoming tax season, I wanted to share some helpful information about when you can expect your 2025 IRS Form 1099 (B, DIV, INT, OID, and MISC) statement(s) from your National Financial Services accounts only. This schedule does not apply to annuity and direct mutual fund accounts.
NFS, the firm that securely holds your assets, began issuing 1099 documents on Jan. 16. and will continue sending them on a rolling basis through Mar. 11. As soon as your document(s) is available, you can access it digitally through eQuipt Client Portal OR Wealthscape Investor. If you’d like help finding your documents online, please contact our team at help@waypointpt.com. If you elect for paper delivery, you’ll also receive your document in the mail a short time later. Documents will be available online according to the estimated delivery schedule.
To access your electronic 1099: log in to Wealthscape Investor here: https://www.mystreetscape.com/auth/access/login . Select the Documents tab from the ribbon, then select Tax Forms from the ribbon below.
Additionally, if you subscribe to eDelivery and haven’t received your 1099 document(s) by Feb. 12, you’ll receive a “point in time” snapshot of reporting activity in Wealthscape Investor. This document provides a symbol/CUSIP for your positions lacking final tax information and causing the 1099 delay. If applicable, you may also receive a 1099 Informational Tax Statement with supplemental tax reporting information for corporate and eligible exempt accounts. These details will not be reported to the IRS and you don’t need to take any action. You will still receive your 1099 by Mar. 11.
If you have any questions once you receive your forms, please don’t hesitate to reach out. We appreciate your continued trust and the opportunity to serve you.
Best,
