When Are Tax Documents Prepared and Sent to Owners?

Audience: property owners who want to know when to expect their tax documents and why they aren’t available immediately on January 1.

Tax documents follow a specific, compliance-driven timeline.

Here’s what to expect.

Frequently Asked Questions

Are tax documents available on January 1?
No. Year-end reconciliation must be completed first.

Is there a fixed date every year?
There’s a general window, but exact timing can vary slightly. Your 1099-MISC will be shared by January 31st.

Will I be notified when documents are ready?
Yes. You will receive an email notification when your 1099-MISC and Cash Flow Statements are available

What if I need documents urgently?
They’re issued as soon as they’re finalized and compliant.

Why Tax Documents Take Time

Before tax documents can be issued, MoveZen must:

Complete year-end trust account reconciliation
Final review of income and expenses for the tax year
Verify ownership and tax profiles

Issuing documents too early risks errors which are far harder to correct later.

Typical Tax Document Timeline

While timing can vary slightly each year, owners can generally expect:

Early January: Year-end reconciliation in progress
Mid-to-Late January: Tax documents prepared
Before IRS deadlines: Documents finalized and released before January 31st

This aligns with standard industry practice.

How Documents Are Delivered

Tax documents are typically:

Uploaded to your Owner Portal
Made available electronically
Retained for historical access

Paper mailing is uncommon unless specifically required.

What Owners Can Do to Help

Owners can help avoid delays by:

Keeping W-9 information current
Updating ownership changes promptly
Reviewing statements throughout the year
Avoiding last-minute information updates

What If I Don’t Receive a 1099?

You may not receive a 1099 if:

IRS thresholds weren’t met
No income was collected for your property during the tax year
Ownership structure changed mid-year