| Tax Form |
Why would you receive this form? |
Expected Mail Date |
Form 1099-DIV - Dividends and Distributions
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If you maintain a non-retirement account and received taxable dividend income and capital gain income ($10.00 or more) which was earned by the fund's investments. This includes distributions paid directly to you in cash and distributions reinvested to purchase additional shares. |
Late January |
Form 1099-INT |
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If you maintain a non-retirement account and receive tax-exempt dividend income ($10.00 or more) which was earned by the fund’s investments. This includes distributions paid directly to you in cash and distributions reinvested to purchase additional shares. |
Late January |
Form 1099-SA - Distributions from a HSA or Archer MSA |
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If you maintain a Health Savings Account (HSA) or an
Archer Medical Savings Account (MSA) and received distributions of $10.00 or more from your HSA or MSA. |
Late January |
Form 1099-B - Proceeds from Broker and Barter Exchange Transactions |
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If you maintain a non-retirement account and received proceeds from redemptions (sales and exchanges). |
Late January |
Form 1099-R - Distributions from Pensions, Annuities, Retirement, or Profit Sharing Plans, IRAs, Insurance Contracts etc. |
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If you maintain a Traditional Individual Retirement Account (IRA), Roth IRA, Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for employees (SIMPLE), or an employer retirement plan account and received distributions from your IRA. |
Late January |
Form 1099-Q - Payments from Qualified Education Programs (Under Sections 529 and 530) |
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If you maintain a qualified tuition program under Section 529, or a Coverdell Education Savings Account (ESA) under Section 530 and received a distribution. |
Late January |
Form 5498- Coverdell ESA Contribution Information |
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If you own a Coverdell Education Savings Account (ESA). It reports Coverdell ESA contributions and rollover contributions made for the current tax year. |
Late
April |
Form 5498-IRA Contribution Information
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If you own a Traditional IRA, Roth IRA, SEP, or SIMPLE IRA. It reports rollovers, contributions, conversions and recharacterizations made to your IRA. The form also reports the fair market value of your account as of year-end. |
Late
May |
Form 5498-SA Contributions to a HSA or Archer MSA |
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If you own a Health Savings Account (HSA) or an Archer Medical Savings Account (MSA). It reports rollovers and contributions made to your HSA and Archer MSA. The form also reports the fair market value of your account as of year-end. |
Late
May |
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