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SEI Tax Mailing Schedule For 2023 (1099s)

SEI Tax Mailing Schedule For 2023 (1099s)

As custodian of your SEI investment account, SEI Private Trust Company (SPTC) is responsible for preparing and issuing the appropriate tax forms for your account. SPTC will mail the 1099 Composite Forms (and the accompanying Agent/Custodian Tax Information letter) for the 2023 tax year to you during early March 2024.

Deadline: Postmarked by March 15, 2024

As a result of recent changes enacted in The Energy Improvement and Extension Act, final reporting deadlines for the money managers utilized in your account have been extended to February 15, 2022, in turn allowing us to postmark the 1099 Composite Forms up to March 15, 2022.  Because of this extended deadline, 1099 Composite Forms will be postmarked by February 28, 2024.  You benefit by:

  • Reduced confusion, given that you will likely receive one tax form instead of potentially receiving multiple versions.
  • Being able to plan for tax-return preparation based on knowing when you will   receive final tax data from SPTC.

The 1099 Composite includes the following 1099 Combined Forms

  • 1099-B, Proceeds from Broker and Barter Exchange Transactions
  • 1099-DIV, Dividends and Distributions
  • 1099-INT, Interest Income
  • 1099-OID, Original Issue Discount
  • 1099-MISC, Royalty Income 

Please note that there is one exception to the scheduling change addressed above.  SPTC will postmark the 1099-R Forms (Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, and IRA’s) by January 31, 2024.

Corrected 1099 Forms Will Be Mailed as Needed

You may receive a corrected Form 1099. There are several reasons for this – for example, issuers of securities held in your account may provide updated or additional information after your Form 1099 is mailed to you. The IRS requires financial organizations to send corrected forms with revised information as it becomes available.

Reminder: Electronic Delivery of Form 1099

Enrolling in e-delivery will provide faster access to your tax statements.

New Privacy Procedures

As part of our continued effort to protect your privacy and personal information, we will again be masking your recipient identifying number on paper statements for calendar year 2021. The first five digits of identifying numbers will be replaced with asterisks or the letter x; for example, a social security number will now appear as xxx-xx-1234.  Under IRS guidelines, Employee Identification Numbers or EIN numbers are now eligible to be masked and will also be included to protect privacy.

Next Steps

For additional tax Information for 2023, visit us at or visit for up to date tax changes for 2023.  For the 2023 tax year, you may also want to update your account to reflect the proper elections you will be making with the IRS.

  1. Consider e-delivery, which provides the fastest access to your tax forms and other account documents. Visit www.Universalwm.comand Client Center for a direct link to Osaic Wealth, Inc. - Equipt and/or SEI Private Trust for your online registration access.
  2. Visit for more information about this year’s phased mailing schedule of tax information statements/Forms 1099 and other resources from Osaic Wealth, Inc. at Equipt and/or for SEI Private Trust investors.
  3. See for more details about tax and cost basis reporting.

This information is subject to change without prior notice and is not intended or written to be used as a substitute for specific tax, accounting or legal advice.