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Welcome to the 2017 Tax Center

Chase provides you with tax forms, 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 investment, deposit and mortgage accounts, as well as other important information you may need to prepare your 2017 tax returns.

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

When to expect your tax forms
Form(s) Description Expected Mailing Date Range
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 12 – 31, 2018
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 23 – 31, 2018
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 12 – 31, 2018
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 1 – 15, 2018
Chase Retirement Accounts 1099-Q, 1099-R Form 1099-Q reports distributions from QEPs. Form 1099-R reports distributions from IRA, SEP IRA, Roth IRA and QRP accounts. January 22 – 29, 2018
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 1 – 15, 2018
5498-ESA This form reports your Coverdell ESA contributions. April 20 – May 1, 2018
5498 This form reports your IRA, SEP IRA, and ROTH IRA contributions. May 21 – 31, 2018
When to expect your tax forms
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 Range January 12 – 31, 2018
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 Range January 23 – 31, 2018
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 Range January 12 – 31, 2018
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 Range March 1 – 15, 2018
Chase Retirement Accounts
Form(s) 1099-Q, 1099-R
Description Form 1099-Q reports distributions from QEPs. Form 1099-R reports distributions from IRA, SEP IRA, Roth IRA and QRP accounts.
Expected Mailing Date Range January 22 – 29, 2018
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 Range March 1 – 15, 2018
Form(s) 5498-ESA
Description This form reports your Coverdell ESA contributions.
Expected Mailing Date Range April 20 – May 1, 2018
Form(s) 5498
Description This form reports your IRA, SEP IRA, and ROTH IRA contributions.
Expected Mailing Date Range May 21 – 31, 2018

When to expect your tax forms

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 Range: January 12 – 31, 2018

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 Range: January 23 – 31, 2018

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 Range: January 12 – 31, 2018

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 Range: March 1 – 15, 2018

Chase Retirement Accounts

Form(s): 1099-Q, 1099-R
Description: Form 1099-Q reports distributions from QEPs. Form 1099-R reports distributions from IRA, SEP IRA, Roth IRA and QRP accounts.
Expected Mailing Date Range: January 22 – 29, 2018

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 Range: March 1 – 15, 2018

Form(s): 5498-ESA
Description: This form reports your Coverdell ESA contributions.
Expected Mailing Date Range: April 20 – May 1, 2018

Form(s): 5498
Description: This form reports your IRA, SEP IRA, and ROTH IRA contributions.
Expected Mailing Date Range: May 21 – 31, 2018

Si tiene alguna pregunta, por favor llame al 1-800-935-9935