When will my 2025 Tax forms for my Origin Invest account be available?

Below is a timeline of when you can expect to receive your 2024 tax documents from our custodian Drivewealth:

Key Tax Form Dates

1. Form 1099-R (Retirement Accounts)
   • Issuance Date: January 31, 2026 (IRS deadline).
2. Form 1099 Consolidated (Investment Accounts)
   • Issuance Date: February 17, 2026 (IRS deadline).
3. Form 5498 (IRA Contributions)
   • Issuance Date: May 31, 2026 (IRS deadline; may be extended)

You can find the relevant tax docs in your Origin dashboard by heading to your Profile Settings menu and then selecting Documents. If your 1099 isn’t available in your Documents tab, that means you likely didn’t meet the IRS threshold for one to be issued. However, if you ever want to double-check, we’d recommend consulting a tax professional to ensure you have everything you need for your filing.