If you are an Empower Advisory Group Investment Client, your 1099 tax form will be uploaded to your Empower Personal Dashboard as soon as it is made available from Pershing. Our custodian Pershing will also mail it to you unless you have opted to only receive it online and you will also receive an email when it becomes available.
1099s will be made available as early as possible from Pershing, typically at the end of January. By Mid-February, a 1099 or a pending 1099 notice will be made available. A pending 1099 notice will inform you of the securities' pending final reporting. Your 1099 will be made available no later than Mid-March.
If you have any further questions regarding your Empower Advisory Group /Pershing account, please reach out to your Advisor.
For Empower Personal Cash accounts, any tax documents will be available in your Cash account by clicking into the account, then selecting Documents from the Manage Account Dropdown. In the Documents screen, simply select Tax.