Tax Forms Mailing Calendar

Our tax form mailings calendar lets you know when you can expect the tax forms that you need in order to complete your tax returns. Please see our brochure for details on Form 1099 and other helpful information.

TAX FORM

WHO NEEDS IT?

WHEN MAILED?
1099-R If you own a retirement account and took a distribution or re-characterized IRA assets By January 31, 2012

Mutual Fund 1099
Tax Reporting Statement
(1099-DIV, 1099-B, 1099-INT)

 

If you own a non-retirement mutual fund account and/or money market account and received taxable dividend income, interest income or capital gain distributions, or sold shares of a mutual fund. (Read our important tax information brochure). If your account earned less than $10 in dividend or interest you will not receive a 1099.

By February 15, 2012

1042-S

If you are a non-resident alien and earned U.S. source income.

By March 15, 2012

5498-ESA

If you made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to your Coverdell Education Savings Account (CESA).

By April 30, 2012

 

5498

If you made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to your Domini IRA, SEP IRA, or Roth IRA.

By May 31, 2012