Please note that the 2020 Combined 1099 Forms will be released in two batches to reduce corrections. All eligible clients will receive the Combined 1099 by 2/16/2021 at the latest.
|
Tax Slip |
Who receives this form? | When will it be available? | How do I use the information on it? |
|---|---|---|---|
|
1099-R |
You're given one if you withdrew funds from your IRA account. Available for: Traditional IRA, Roth IRA, SEP IRA |
02/01/2021 |
|
|
5498 |
You're given one if you made a 2019 contribution or rollover into your IRA. Form 5498. Confirms the amount contributed to an IRA for the calendar year. Available for: Traditional IRA, Roth IRA, SEP IRA |
06/01/2021 |
|
|
Combined 1099 |
Issued as one document and covers all '1099' forms. You're given one if you meet the criteria for any of the 1099 forms below. Available for: Personal, Joint, Trust, Corporate |
Batch 1: 2/04/2021 Batch 2: 2/16/2021 |
Find more information here! |
|
1099-B |
If you sold securities in taxable accounts. Available for: Personal, Joint, Trust, Corporate |
Batch 1: 2/04/2021 Batch 2: 2/16/2021 |
Find more information here! |
| 1099-DIV |
If you hold ETFs/Index Funds in taxable accounts and incurred dividends greater than $10.00. Available for: Personal, Joint, Trust, Corporate |
Batch 1: 2/04/2021 Batch 2: 2/16/2021 |
Find more information here! |
|
1099-INT |
If you who hold ETFs/Index Funds in taxable accounts and incurred interest greater than $10.00. Available for: Personal, Joint, Trust |
Batch 1: 2/04/2021 Batch 2: 2/16/2021 |
Find more information here! |
|
1099-OID (REMIC) |
If you incurred income from real estate mortgage investment conduits. Available for: Personal, Joint, Trust, Corporate |
3/15/2021 |
Find more information here! |
Learn how to access your tax slips here!
Comments
0 comments
Please sign in to leave a comment.