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Important Tax Forms and Mailing Dates

Your Tax Information Center

Important tax forms, information and resources to help simplify tax season

Tax Information Center

We provide tax documents, statements and important information to help you prepare for tax season. The information below outlines when you can expect to receive required tax forms for your J.P. Morgan Wealth Management investment accounts, as well as Chase deposit and mortgage accounts. You’ll also find other important information you may need to prepare your tax returns.

Some tax documents are available on the "Tax Documents" page. Sign in to access your forms.

If you have questions, please contact your Advisor or contact us.

When to expect your tax forms
Form(s) Description Expected Mailing Date*
All Brokerage and Managed Accounts 1099-Q, 1099-R Form 1099-Q reports distributions from Coverdell ESAs. Form 1099-R reports distributions from IRA, SEP–IRA, SIMPLE IRA, Roth IRA and QRP accounts. January 31, 2026
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, JPMCAP, FIAP) Consolidated 1099 tax forms and supplemental information May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation. February 17, 2026
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2026
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. May 31, 2026
When to expect your tax forms
All Brokerage and Managed Accounts
Form(s) 1099-Q, 1099-R
Description Form 1099-Q reports distributions from Coverdell ESAs. Form 1099-R reports distributions from IRA, SEP–IRA, SIMPLE IRA, Roth IRA and QRP accounts.
Expected Mail Date* January 31, 2026
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, JPMCAP, FIAP)
Form(s) Consolidated 1099 tax forms and supplemental information
Description May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation.
Expected Mail Date* February 17, 2026
Form(s) 1042-S
Description This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales).
Expected Mail Date* March 16, 2026
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions.
Expected Mail Date* May 31, 2026

*While we strive to mail all tax forms by the expected dates listed above, there may be circumstances that require us to file for an extension with the IRS. If an extension is filed, the mailing date for your tax forms may be delayed. If you have questions about your tax documents or filing deadlines, please contact your tax professional.

Frequently Asked Questions

A corrected 1099 is what's issued if there's incorrect information in a 1099. A corrected Consolidated Form 1099 may be required under these circumstances:

 

  • A newly signed Form W-9 was received, updating  the SSN or TIN appeared  on the original  Consolidated Form 1099.
  • You owned Real Estate Mortgage Investment Conduits (REMICs), Collateralized Debt Obligations (CDOs), Widely Held Fixed Income Investment Trusts (WHFITs) or Unit Investment Trusts (UITs).
  • There was a reclassification of income by an issuer (such as a mutual fund).
  • You owned stock in a corporation that had a change in control or a substantial change in capital structure, and the corporation has reasonably determined that you may be required to report a gain from the exchange. In accordance with IRS regulations, this information must be provided you on Form 1099-B.
  • We receive an updated cost basis transfer statement.
  • A reporting error makes it necessary to issue a revised Consolidated Form 1099.

 

Generally, corrected 1099s are sent in March or April

Schedule K-1s are forms for partnership securities delivered by the issuer of the security. Please note Schedule K-1s and other important tax information related to interests in partnerships and other similar entities may be mailed to you (or IRA custodian for an IRA investment) during the year. For Chase-related or J.P. Morgan-related partnerships, clients should consult with their advisor to determine estimated mailing dates for Schedule K-1s.

 

Please don't submit K-1 Forms issued for your IRA accounts back to Chase or J.P. Morgan unless otherwise requested.

Go to chase.com/gopaperless to sign up.

For all Brokerage (PB, CWM, JPMA) accounts:

 

  1. Within the TurboTax software, select `Import' and then `From Financial Institution'.
  2. Search for and select `Chase' as the financial institution, then click 'Continue'.
  3. You'll be presented with a Chase.com sign-in page for multifactor authentication purposes (similar to what appears when you sign in to Chase.com from an unrecognized computer)
  4. Validate OTP (if requested).
  5. Complete the consent and account selection steps for importing tax data.
  6. TurboTax will initiate TAX API calls to import all eligible tax forms data, and upon completion, redirect you back to TurboTax import screens.

 

NOTE:  All available tax forms for all Brokerage and Managed accounts accessible by your Chase.com username can be imported.

 

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