© 2025 SEI
3
available online, and postmarked by the IRS deadline of February 28th unless the account holds a Widely Held
Fixed Investment Trusts (WHFIT). For accounts holding WHFITs, refer to the March 7th date below.
Monday, February 17
›
SEI holiday, OFFICE CLOSED.
Tuesday, February 18
›
A bulk download of all currently available 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms will be available
on www.SEIAdvisorCenter.com for Advisor firm users.
Friday, February 21
›
SEI Private Trust Company will be producing a second wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax
forms. SEI will only include tax forms for accounts which we have received all ROCR and IR factors for all
holdings.
›
The Second wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms available on
www.SEIAdvisorCenter.com for Advisor firm users and Investor.SEI-Connect.com for investors.
›
The first wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms will be mailed to investors.
›
If an account does not have a form produced on February 21
st
, it is because SPTC has not received all Return
of Capital factors and Income Reallocation from the asset issuer. The 1099 will be produced, made available
online, and postmarked by the IRS deadline of February 28
th
unless the account holds a Widely Held Fixed
Investment Trusts (WHFIT), and/or assets with unfinalized factoring. For accounts holding WHFITs, refer to the
March 7
th
date below.
Monday, February 24
›
A bulk download of all currently available 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms will be available
on www.SEIAdvisorCenter.com for Advisor firm users. This bulk download will not include previously produced
1099 tax forms. Those tax forms will still be available on the previously produced bulk tax form download.
Friday, February 28
›
SEI Private Trust Company will be producing a third wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax
forms. SEI will only include tax forms for accounts which we have received all ROCR and IR factors for all
holdings.
›
The third wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms available on www.SEIAdvisorCenter.com
for Advisor firm users and Investor.SEI-Connect.com for investors.
›
The second wave of 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms will be mailed to investors.
›
If an account does not have a 1099 form produced on February 23
rd
it is because the account holds a Widely
Held Fixed Investment Trusts (WHFIT), and/or assets with unfinalized factoring. For accounts holding WHFITs
please refer to the March 7
th
date below.
March 2025 — Key Dates and Deadlines
Monday, March 3
›
A bulk download of all currently available 1099-DIV, 1099-INT, 1099-OID and 1099-B tax forms will be available
on www.SEIAdvisorCenter.com for Advisor firm users. This bulk download will not include previously produced
1099 tax forms. Those tax forms will still be available on the previously produced bulk tax form downloads.
Friday, March 7
›
Final 2024 Tax Form 1099-DIV, 1099-INT, 1099-OID and 1099-B wave. Generally for accounts holding Widely
Held Fixed Investment Trusts (WHFIT), and/or assets with unfinalized factoring.
