Tax tools and filing dates for tax forms

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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