Tax Form Mailing Calendar

Different investment types have different reporting deadlines, and this can affect the timeframe in which your tax forms from Scottrade are generated.

Please refer to the following calendar to make sure you are aware of when to expect each of your tax forms. Keep in mind, tax forms are generated based on your account type activity for the year. For more information about what each form includes, read Which Form Should I Use?

View the calendar below for a list of forms by mailing date. If any date shown falls on a Saturday, Sunday, or holiday, the due 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

2439

 

Notice to Shareholder of Undistributed Long-Term Capital Gains

* Statements that contain options transactions in broad-based indexes, fixed income transactions, or are pending information for Income Reclassifications, Unit Investment Trust (UITs), Real Estate Mortgage Conduits (REMICs), Widely Held Fixed Investment Trusts (WHFITs) and Widely Held Mortgage Trusts (WHMTs), will be provided no later than March 15, 2016.

Your tax forms are available in your Scottrade® account in the My Account menu. Hover over My Account and click Tax Statements under the Statements & History heading. Forms will be mailed to you unless you have elected to receive them electronically. To request electronic delivery, click My Information & Preferences from the My Account menu under the Account Details heading, and then choose Account Preferences.

If you have questions about your tax forms or how to find them in your account, please contact your local Scottrade® team.

Scottrade does not provide tax advice. The material provided in this article is for informational purposes only and Scottrade is not responsible for any errors or omissions. Please consult your tax or legal advisor(s) for questions concerning your personal tax or financial situation.