Consolidated Form 1099
All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-B
Sell transactions cover short trades, closing option trades, buyouts, takeover bids and mergers for cash.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-DIV
Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign withholding taxes, and non-taxable distributions.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-INT
Interest income of $10 or more; federal and foreign tax withheld.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-MISCELLANEOUS
Rent or royalty payments and replacement payments of $10 or more, and other income totaling $600 or more.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-OID
Initial issue discounts on corporate bonds, certificates of deposit (CDs), secured debt securities (CDOs), and US government bonds of $10 or more.
February 17, 2022. Depending on your activity and portfolio, you may receive your form sooner.
1099-Q Qualified Education Program Payments
(under sections 529 and 530)
Distributions of Qualified Tuition Programs and Coverdell Education Savings Accounts (ESA).
January 31, 2022
1099-R Distributions from pensions, annuities, retirement or profit-sharing plans, etc.
Distributions from qualified retirement plans (for example, individual 401(k)[k]profit sharing and cash purchase plans), or any IRAs or IRA requalifications.
January 31, 2022
480.6a Disclosure statement – Income not subject to withholding
(Residents of Puerto Rico only)
Payments to residents of Puerto Rico, such as dividends, interest, partnership distributions, long-term gains, liquidations, and gross proceeds, which have not been withheld for Puerto Rico tax. These payments can come from a Puerto Rican or non-Puerto Rican source.
February 28, 2022
480.6b Disclosure Statement – Income Subject to Withholding
(Residents of Puerto Rico only)
Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico withholding tax (also called foreign tax).
February 28, 2022
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust
Interest and Original Issue Remittance of a REMIC. The information reported on this form is in addition to the interest and initial issue reduction (OID) as shown on your consolidated 1099.
March 15, 2022
1042-S US source income of a foreign person subject to withholding tax
Interest, dividends and federal taxes withheld.
March 15, 2022
2439 Notice to shareholders of undistributed long-term capital gains
Undistributed capital gains from mutual funds and real estate investment trusts (REITs).
March 30, 2022
5498-ESA Coverdell ESA (Education Savings Account) Fee Information
Contributions (including rolling contributions) to a Coverdell ESA.
April 30, 2022
5498 IRA (Individual Retirement Account) Contribution Information
Contributions (including rollover contributions) to any IRA.
May 31, 2022
Schedule K-1/Form 1065 Partner’s Share of Income, Deductions, Credits, etc.
Distributions of limited partnership securities; your partnership administrator must submit your K-1 by April 15. Please note: While Form K-1 itself accounts for distributions or other items passed on to partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099.
TD Ameritrade does not provide this form.
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