If the advisor did not earn $600 or more, the IRS does not require we send a 1099. You are also not required to declare the income on your tax returns. The advisor can review their yearly earnings in their Levarté CRM.

If the advisor earned more than $600 for the previous year's earnings but it's not yet March 1st, please be patient. We have them in the mail. By law, they are mailed out no later than January 31. We mail them to your address on file as of December 31. 

If after March 1st the advisor still has not received their 1099, the advisor should first update their shipping address and email address from the Advisor Hub Profile page. You will then need to please submit a support ticket asking for your 1099 (and please indicate which year). A new one will be created and emailed to you.