When to Expect Tax Forms
By Mark FisselPosted on January 3rd, 2017
We are nearing that time again!
The calendar below lists forms by mailing date. If any date shown falls on a Saturday, Sunday, or holiday, the mailing date is the next business day.
| Form Number | Mailing Date | Form Description |
| 1099 | Feb. 15 | Composite form for Individual, Joint & Trust Accounts |
| 1099 – Q | Jan. 31 | Payments from Qualified Education Programs |
| 1099 – R | Jan. 31 | Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
| RMD | Jan. 31 | Required Minimum Distribution Info |
| 5498 | Jan. 31 | Contributions (including rollover contributions) to an IRA, including a SEP, SIMPLE and Roth IRA: Roth Conversions; IRA recharacterization and the fair market value (FMV) of the account |
| 1042 – S | March 15 | Foreign Person’s U.S. Source Income Subject to Withholding |
| WHFIT | March 15 | Widely Held Fixed Investment Trusts |
| 5498ESA | April 30 | Coverdell ESA Contribution Information |
| 5498 | May 31 | Contributions (including rollover contributions) for 2015 made to an IRA in 2016, including a SEP, SIMPLE and Roth IRA: Roth Conversions; IRA recharacterization and the fair market value (FMV) of the account |