Accessing 2019 tax reporting information from UBS Online Services

Easy access to your UBS tax reporting documents

Easy access to your UBS tax reporting documents is just one of the many features UBS Online Services offers to support managing your wealth.

To help you prepare for tax season, please review the following information and frequently asked questions, including accessing your tax reports on UBS Online Services and downloading your tax information for 2019 reporting.

A1: Forms 1099 will be available online as follows:

Form or document description

Form or document description

Postmarked/available on UBS Online Services by

Postmarked/available on UBS Online Services by

Form or document description

1099-R
Reports the taxable and non-taxable distributions from qualified Individual Retirement Accounts (IRAs) and Qualified Plans for which UBS Financial Services Inc. is the Trustee or Custodian.

Postmarked/available on UBS Online Services by

January 31

Form or document description

First mailing—Consolidated Forms 1099
The Consolidated Form 1099 is the collection of all applicable Forms 1099 merged into one document. It reflects information that is reported to the IRS and is designed to assist you with filing your federal income tax return. Specifically, it includes the following Forms: 1099-DIV, 1099-INT, 1099-B, 1099-OID and 1099-MISC.

The first mailing includes Consolidated Forms 1099 that we do not anticipate will have any additional updates or issuer-driven reclassifications (i.e., income reclassifications made by issuers such as mutual fund and Unit Investment Trust (UIT) companies).

Mortgage-Backed Securities (MBS) 1099
The MBS 1099 income reporting information, which also includes information related to Real Estate Mortgage Investment Conduits (REMICs) and mortgage pools, will be included with the Consolidated Forms 1099 if it is available on the first mailing date. However, as noted below, if this information is not available it will be sent in the final mailing or at a later date as a Revised Form 1099.

Postmarked/available on UBS Online Services by

February 14

Please note: If an account owner has multiple accounts with UBS, Forms 1099 may be mailed on different dates.

Form or document description

Final mailing—All pending Consolidated Forms 1099
This mailing includes all remaining accounts that were held pending issuer reclassifications and available MBS reporting information, including information for REMICs and mortgage pools.

Postmarked/available on UBS Online Services by

February 28

Form or document description

Revised form(s)—All 1099s
Late issuer reclassifications that are made to accounts that previously received a form, which may include any of the following: ordinary income or capital gains income, MBS income reporting information and any other updates, such as SSN/TIN or cost basis.

Postmarked/available on UBS Online Services by

Beginning March 6

A2: You will find your tax reports under the My UBS Accounts tab, then Statements and Documents. You can search using one or multiple accounts. In the Document Search section, under Document Type, from the dropdown menu select Tax Documents.

A3: Yes, all accounts enrolled in e-Delivery of Tax Reports will receive an e-mail when your tax forms are available. To check your e-Delivery settings, click on My Profile on the top of the page, then Services and Features. On the left-hand side, select e-Delivery.

Please note: it can take up to 48 hours for e-Delivery alert changes to take effect.

A4: UBS supports downloading tax information to Turbo Tax, H&R Block, Tax Form Drop-off (Lacerte), Tax Act and CCH. All UBS tax documents are available for download without having to request access. You only need your UBS account number and the unique document ID printed on each 1099 as your credentials to download. Read this quickcard (PDF, 81 KB) to learn more.

Disclosures