| Tax Slip | Why you're given one | When will it be available? | How do I use the information on it? |
|---|---|---|---|
|
5498 |
Confirms the amount contributed to an IRA for the calendar year.
Available for: Traditional IRA, Roth IRA, SEP IRA |
6/01/2020 |
|
|
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 |
|
Learn how to access your tax slips here!
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