| 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 |
1/31/2018 |
|
|
5498 |
You're given one if you made a 2017 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 |
5/31/2018 |
|
|
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 |
2/15/2018 |
Find more information here! |
|
1099-B |
If you sold securities in taxable accounts. Available for: Personal, Joint, Trust, Corporate |
2/15/2018 |
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 |
2/15/2018 |
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 |
2/15/2018 |
Find more information here! |
|
1099-OID (REMIC) |
If you incurred income from real estate mortgage investment conduits. Available for: Personal, Joint, Trust, Corporate |
3/15/2018 |
Find more information here! |
Learn how to access your tax slips here!
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