irs form | available | who gets one? |
---|---|---|
1099 R | January 31 | Individuals who received retirement distributions, completed a rollover from their retirement accounts, received life insurance distributions with a taxable gain, completed a 1035 exchange or if the distribution incurred tax withholding or the taxable amount was not determined |
1099 INT | January 31 | Individuals who received accumulated interest payments of $10 or more for a given tax ID that was due to earned bank account interest or deferred interest on a death claim payout (DCI); or received $600 or more due to delayed payment (DPI) |
W-2 | January 31 | Individuals who received retirement distributions from a non-qualified, deferred compensation plan.
W2 forms for 457(b) plans are currently not available online. These forms will be delivered via USPS and mailed by the available date. |
5498 | January 31
May 31 | Individuals who own an IRA and have a Required Minimum Distribution in tax year 2021. Individuals who own an IRA to report any contribution, rollover, recharacterization or conversions in the IRA. Note: 5498 forms will not be issued to report Fair Market Value |
1099 MISC | January 31 | Individuals who received a payment outside of the contract, or beneficiaries who received payments derived from a 457(b) private contract
1099 MISC forms are currently not available online. These forms will be delivered via USPS and mailed by the available date. |
480.7C | February 28 | Residents of Puerto Rico who received distributions |
1042-S | March 15 | Individuals who received payments and are either a foreign citizen who resides in a foreign country, a foreign citizen who resides in the U.S. and hasn't certified U.S. residency, or has not been determined to be a U.S. citizen |
NR4 | March 31 | Individuals who converted Canadian currency contracts to U.S. currency contracts |
Phase | Sent by | Event |
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Phase One | January 31 |
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Phase Two | February 15 |
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Phase Three | February 28 |
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Phase Four | March 15 |
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5498 | May 31 |
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irs form | available | who gets one? |
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1099-INT | January 31st | Individuals who received accumulated interest payments of $10 or more for bank accounts, interest checking, money market accounts, and certificates of deposit. |
1099-Q | January 31st | Individuals who received payments/distributions from a Coverdell Education Savings Account. |
1099-R | January 31st | Individuals who received retirement distributions or completed a rollover from their retirement accounts, such as a traditional IRA, a SIMPLE IRA and/or Roth IRA. |
1099-MISC | January 31st | Individuals who received income associated with a bank deposit account that is not otherwise included on other income-tax reporting forms. |
1042-S (Paper mail only) | January 31st | Individuals who received accumulated interest payments and are either a foreign citizen who resides in a foreign country, a foreign citizen who resides in the U.S. and hasn't certified U.S. residency, or has not been determined to be a U.S. citizen. |
5498 Contribution Information | May 31st | Individuals who have made contributions to one of the following: a traditional IRA, a SIMPLE IRA and/or a Roth IRA. |
irs form | available | who gets one? |
---|---|---|
1098 Tax & Interest Statement | January 31st | Individuals who have made mortgage interest payments of $600 or more will receive this document listing the amount of mortgage interest and related expenses paid on a mortgage during the tax year. |
1099-MISC | January 31st | Individuals who received a payment of at least $10 as non-employee compensation. |
1099-A | January 31st | Individuals who have had an interest in property that is security for debts owed or who have abandoned property will receive this document listing the amount of debt owed (principal only) and the fair market value of the secured property as of the date the property was acquired or the abandonment of the property. |
1099-C | January 31st | Individuals who have a debt of $600 or more cancelled or forgiven receive this document listing the amount canceled, forgiven or discharged as taxable income. |
1099-INT | January 31st | Individuals who have been issued accumulated interest payments of $10 or more on a mortgage escrow account. |
irs form | available | who gets one? |
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1042-S | January 31st | Individuals who received accumulated interest payments and are either a foreign citizen who resides in a foreign country, a foreign citizen who resides in the U.S. and hasn't certified U.S. residency, or has not been determined to be a U.S. citizen. |
Summary Form 1042-S Letter | January 31st | Individuals who receive 1042-S form(s) regarding a World Markets account(s) for the previous year. |
1099-B | January 31st | Individuals who received proceeds from the sale of precious metals. |
1099-INT | January 31st | Individuals who received accumulated interest payments of $10 or more in the previous year for a World Markets account. |
1099-OID | January 31st | Individuals who owned a MarketSafeCD. |
1099-R | January 31st | Individuals who received retirement distributions or completed a rollover from their retirement accounts. |
Summary Form 1099–Letter | January 31st | Individuals who receive 1099-INT, 1099-B, and/or 1099-OID form(s) regarding a World Markets account(s) for the previous year. |
MarketSafe CD Tax Summary Letter | January 31st | Individuals with a MarketSafe CD which matured in the previous year. |
5498 Contribution Information | May 31st | Individuals who have made contributions to one of the following: a traditional IRA, a SIMPLE IRA and/or a Roth IRA. |
irs form | available | who gets one? |
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1099-R | January 31st | Form 1099-R for retirement accounts (IRAs) that had a distribution or rollover. |
Consolidated 1099-B 1099-DIV 1099-INT 1099-OID | February 15* | 1099’s will be provided for accounts where the final information has been received *Please note: Some consolidated forms may be delayed past February 15. All forms should be distributed by March 15th |