When it comes to taxes, being informed can help you plan and prepare. Tax forms are used to report certain transactions to the IRS.
To learn more about what situations cause tax forms to be produced and what to expect, read Understanding Mutual Funds & Taxes and Tax FAQs.
Tax form mailing schedule
For U.S. investors, most tax forms are mailed by January 31 and are available online. Please sign up for E-delivery of your tax forms to receive immediate notification of when forms are available online.
|Form||Type of Account||What It Reports||Mailed On or Before|
|1099-DIV||Taxable non-retirement||Dividends and capital gains distributions||31-Jan|
|1099-B||Taxable non-retirement||Proceeds from a sale or exchange||31-Jan|
|1099-Q||Coverdell ESA||Distributions, transfers or rollovers||31-Jan|
|1099-R||IRA or Retirement||Distributions, rollovers, recharacterizations and excess contributions||31-Jan|
|1042-S||Taxable accounts with a non-resident alien or foreign entity owner||Dividends and capital gains for taxable accounts. Distributions from retirement accounts.||March 15 (Not available online)|
|5498-ESA||Coverdell ESA||Contributions, transfers or rollovers to account||30-Apr|
|5498||IRA or Retirement||Contributions, rollovers, conversions and recharacterizations to an account||31-May|
Supplemental Tax & Fund Distribution Information
An important tax-planning consideration is a potential year-end dividend or capital gain payments. Find out about these fund distributions here.
Understanding Cost Basis
Cost basis is simply the original value, or purchase price, of an asset for tax purposes. Knowing cost basis can be useful in calculating taxable gains.
Frequently Asked Tax Form Questions
Find out the most frequently asked tax form questions such as when and how you will receive tax forms, how to order duplicates and more.