If you sold securities or participated in barter exchanges during 2025, filing Form 1099-B is mandatory. Submit it by the February 15, 2026 deadline to avoid IRS penalties and ensure accurate reporting.
Form 1099-B Distributions Deadline Feb 15, 2026. Call +1-866-513-4656 for expert assistance.
What Is Form 1099-B?
Form 1099-B is used to report proceeds from broker and barter exchange transactions, including stocks, bonds, mutual funds, and other securities sales. Proper filing ensures that capital gains or losses are reported accurately to the IRS.
Transactions Reported
- Sales of stocks, bonds, and mutual funds
- Brokerage account transactions
- Barter exchange transactions
- Other reportable securities transactions
Important Deadline
- Recipient Deadline: February 15, 2026
- Tax Year: 2025
Filing on time ensures IRS compliance and avoids fines. Call +1-866-513-4656 if your 1099-B is missing or contains errors.
How to File Form 1099-B
- Verify Form Details: Check broker info, transaction dates, proceeds, and cost basis.
- Report on Form 8949: List each sale for accurate capital gains or losses calculation.
- Transfer to Schedule D: Summarize total gains or losses for your 2025 tax return.
- File Electronically or Paper: E-filing is faster and reduces errors, but paper filing is accepted.
Penalties for Late or Incorrect Filing
- IRS fines for missing or inaccurate filings
- Interest on unpaid taxes
- Potential IRS audits or notices
Tips for Smooth Filing
- Keep all brokerage and barter exchange records organized
- Check transaction amounts, dates, and cost basis carefully
- File early to avoid last-minute errors
- Seek professional help if you have multiple or complex transactions
Final Takeaway
Filing your Form 1099-B for 2025 transactions by February 15, 2026 ensures IRS compliance, accurate reporting of capital gains, and avoids penalties.
Call +1-866-513-4656 for expert guidance on filing Form 1099-B and reporting broker or barter exchange proceeds.
FAQs
1. What should I do if I don’t receive a 1099-B?
Contact your broker or barter exchange immediately. If unresolved, estimate and report your proceeds. Call +1-866-513-4656 for professional guidance.
2. Are all brokerage proceeds taxable?
Yes, most sales are taxable. Long-term and short-term gains may be taxed at different rates.
3. Do small sales need reporting?
Yes, all reportable transactions must be included on Form 8949 and Schedule D, even if amounts are small.
4. Can I e-file Form 1099-B?
Yes, e-filing is faster, safer, and recommended by the IRS.
