Taxes 2026 – How to Access Altruist Documents
As we begin 2026, we want to provide you with important details on when tax documents will be available and how to access them. Please review the schedule carefully, including any correction dates, as these may impact your tax filing and deadlines.
Before accessing your tax documents, confirm which custodian holds your accounts — this information is available in your Griffin Black Investment Portal.
You may have accounts with both custodians. If your accounts are held with Pershing, please visit our Pershing Tax Document Guide for detailed instructions.
Below are the instructions for accounts held with Altruist.
Not sure which tax forms you’ll need? Check out our Guide to Tax Documents You Should Gather Before Filing for a complete overview.
How to Access Your Tax Forms
- Log in to your Altruist Client Portal
- Select your initial from the top right corner
- Navigate to the Documents section
- Filter for Tax Documents
Use the All Types filter and select Tax Documents. Using the filter on the left of this, please be sure to select the correct financial account. - Repeat the steps for each financial account
When Will Tax Forms Be Available?
1099-Consolidated tax forms (including 1099-DIV, 1099-B, 1099-INT, 1099-OID, and 1099-MISC) will be issued from Altruist in waves, based on the complexity of your financial portfolio.
- First wave available: January 31
- Final wave issued by: March 16
If corrections are needed, scheduled correction runs will begin March 17 and occur bi-weekly as necessary. These corrections may impact your tax filing and deadlines, so please keep this in mind.
| Date | Altruist |
|---|---|
| January 31 | Consolidated 1099 (Wave 1) Simple dividends, interest, sales, and miscellaneous income. 1099-R Distributions of $10 or more from: profit-sharing or retirement plans, IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. |
| February 16 | Consolidated 1099 (Wave 2) Amended consolidated 1099 forms and original 1099s for accounts that include more complex holdings like mutual funds and Unit Investment Trusts (UITs). |
| March - October | Corrected forms may be issued for various reasons, such as reallocations of dividend or interest payments by security issuers, updates to cost basis information, or adjustments due to wash sales. These amendments are marked with the letter “C” on the form. |
| April 1 | Form 2439 Provides shareholders of a regulated investment company (RIC) or a real estate investment trust (REIT) with the amount of undistributed long-term capital gains. |
| May 31 | Form 5498 Details IRA contributions, Roth IRA conversions, rollovers, and the fair market value (FMV) of IRA accounts. |
| January - March 15 | Form 592-B (California) 7% California state tax withholding on sales transactions, dividends, and interest. |
| Schedule K-1/Form 1065 Distributions from partnership securities and other items being passed through to the partners (holders of the security). The partnership admin should mail the K-1 by March 15th, unless the Partnership filed an extension. Client proceeds from the sale of units will be reported on the 1099-B section of the consolidated 1099. Altruist DOES NOT generate this form, but clients may receive from partnership investments. | |