1099-R

You're given one if you withdrew funds from your IRA account. 

Available for: Traditional IRA, Roth IRA, SEP IRA

1/31/2020

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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

6/01/2020 

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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

2/18/2020

1099-B

If you sold securities in taxable accounts. 

Available for: Personal, Joint, Trust, Corporate

2/18/2020

If you hold ETFs/Index Funds in taxable accounts and incurred dividends greater than $10.00. 

Available for: Personal, Joint, Trust, Corporate

2/15/2020

1099-INT

If you who hold ETFs/Index Funds in taxable accounts and incurred interest greater than $10.00. 

Available for: Personal, Joint, Trust

2/18/2020

1099-OID (REMIC)

If you incurred income from real estate mortgage investment conduits.

Available for: Personal, Joint, Trust, Corporate

3/16/2020