When to expect tax forms this year
By Mark FisselPosted on December 31st, 2015
We are nearing that time again! Tax forms will be sent out on the following dates:
| 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 2014 made to an IRA in 2015, including a SEP, SIMPLE and Roth IRA: Roth Conversions; IRA recharacterization and the fair market value (FMV) of the account |