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Deposit Tax Forms and Mailing Dates

Your Tax Planning Center

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

Welcome to the 2020 Tax Center

We provide you with tax documents, statements and important information to help you prepare for tax season. The information below lets you know when you can expect to receive required tax forms for your J.P. Morgan Wealth Management investment accounts and Chase deposit and mortgage accounts, as well as other important information you may need to prepare your 2020 tax returns.

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

WHEN TO EXPECT YOUR CHASE TAX DOCUMENTS
Form(s) Description Expected Mailing Date
Deposit Accounts 1099-INT Form 1099-INT reports combined interest on deposit accounts. 1099-INT is only mailed when the combined interest for all deposit accounts is $10 or more. January 31, 2021
1099-MISC Form 1099-MISC reports services (including parts and materials), prizes and awards, and other miscellaneous income equaling or in excess of $600. January 31, 2021
1099-OID Form 1099-OID reports interest earned on any CD (other than a retirement CD) with a term greater than one year and an interest payment frequency greater than one year. January 31, 2021
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2021
T5 (Statement of Investment Income)
  • Provides tax reporting information to the Canada Revenue Agency
  • Issued to Canadian residents who are tax-responsible-primary and joint account owners to report (for any dollar amount):
    • Deposits to existing accounts
    • Gifts (e.g. cash, merchandise)
    • Interest on deposit accounts, excluding IRAs and retirement plans
February 28, 2021
Chase Retirement Accounts 1099-R Form 1099-R reports distributions from IRA, SEP-IRA, SIMPLE IRA, Roth IRA and QRP accounts. January 31, 2021
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2021
1099-MISC Form 1099-MISC reports services (including parts and materials), prizes and awards, and other miscellaneous income equaling or in excess of $600. January 31, 2021
5498 This form reports your IRA, SEP-IRA, SIMPLE IRA and Roth IRA contributions. May 28, 2021
WHEN TO EXPECT YOUR CHASE TAX DOCUMENTS
Deposit Accounts
Form(s) 1099-INT
Description Form 1099-INT reports combined interest on deposit accounts. 1099-INT is only mailed when the combined interest for all deposit accounts is $10 or more.
Expected Mailing Date January 31, 2021
Form(s) 1099-MISC
Description Form 1099-MISC reports services (including parts and materials), prizes and awards, and other miscellaneous income equaling or in excess of $600.
Expected Mailing Date January 31, 2021
Form(s) 1099-OID
Description Form 1099-OID reports interest earned on any CD (other than a retirement CD) with a term greater than one year and an interest payment frequency greater than one year.
Expected Mailing Date January 31 ,2021
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 Mailing Date March 16, 2021
Form(s) T5 (Statement of Investment Income)
Description
  • Provides tax reporting information to the Canada Revenue Agency
  • Issued to Canadian residents who are tax-responsible-primary and joint account owners to report (for any dollar amount):
    • Deposits to existing accounts
    • Gifts (e.g. cash, merchandise)
    • Interest on deposit accounts, excluding IRAs and retirement plans
Expected Mailing Date February 28, 2021
Chase Retirement Accounts
Form(s) 1099-R
Description Form 1099-R reports distributions from IRA, SEP-IRA, SIMPLE IRA, Roth IRA and QRP accounts.
Expected Mailing Date January 31, 2021
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 Mailing Date March 16, 2021
Form(s) 1099-MISC
Description Form 1099-MISC reports services (including parts and materials), prizes and awards, and other miscellaneous income equaling or in excess of $600.
Expected Mailing Date April 30, 2021
Form(s) 5498
Description This form reports your IRA, SEP-IRA, SIMPLE IRA and Roth IRA contributions.
Expected Mailing Date May 28, 2021

Si tienes alguna pregunta, por favor llama al 1-800-935-9935

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