Your William Blair Tax Forms:
Expected Delivery
The information provided below highlights an approximate schedule and expected delivery dates for the most commonly used tax forms. If you have questions regarding William Blair tax forms that are not identified here, please do not hesitate to contact your William Blair Wealth Advisor.
| FORM NAME | AVAILABLE ONLINE* (on or before) |
| 1099-Q | January 16, 2026 Distributions from college savings accounts. |
| 1099-R | January 16, 2026 Distributions from retirement accounts. |
| 1099: First Tranche | January 24, 2026 |
| 1099: Second Tranche 1099: Preliminary Tax Statement 1099: Informational Tax Statement (INFO Only) |
February 12, 2026 Preliminary and informational tax statements online only. |
| 1099: Third Tranche | February 21, 2026 |
| 1099: Fourth Tranche | March 11, 2026 |
| 1042-S: Nonretirement Accounts | March 13, 2026 Brokerage nonretirement accounts held by nonresident aliens (NRA). The form reports all U.S. source income distributions and NRA taxes withheld. |
| 1042-S: Retirement Accounts | March 13, 2026 Not eligible for eDelivery Brokerage retirement accounts held by nonresident aliens (NRA). The form reports retirement distributions and NRA taxes withheld. |
| 5500 AVS | April 17, 2026 Not eligible for eDelivery Annual Valuation Statement for Self-Employed/Individual 401(k), Profit-Sharing Plans and Money Purchase. |
| 5498, 5498-SA | May 15, 2026 Retirement and Health Savings Account year-end market values and contributions made in calendar year 2024 and prior-year contributions made between January 1 - April 15, 2025. Please note this is a change from previous years. Clients should refer to their December account statement(s) for information found on either of these forms. |
*Mailing occurs within 5 days of the available online/by mail date for clients who receive a printed copy of their tax form.