1099-Bs on Carta

Carta does not generally supply 1099-Bs. There are two exceptions:

  1. When a tender offers facilitated on the Carta platform
  2. When shares are sold from a public company on the Carta platform

If either of these two cases occurred on Carta, then the 1099-Bs will be delivered electronically through Carta to the individuals no later than February 15th, the IRS deadline for delivering the form. In addition, Carta will file the 1099-Bs electronically prior to the April 1st deadline.

If you are requesting for 1099MISCs, please contact your issuing company.

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