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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 2019 Tax Center

We provide 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 2019 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
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 31,2020
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 31,2020
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 31,2020
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2020
Chase Retirement 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, 2020
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2020
5498-ESA This form reports your Coverdell ESA contributions. April 30, 2020
5498 This form reports your IRA, SEP-IRA, SIMPLE IRA and Roth IRA contributions. May 29, 2020
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 January 31,2020
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 31,2020
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 31,2020
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, 2020
Chase Retirement 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 Mailing Date January 31, 2020
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, 2020
Form(s) 5498-ESA
Description This form reports your Coverdell ESA contributions.
Expected Mailing Date April 30, 2020
Form(s) 5498
Description This form reports your IRA, SEP-IRA, SIMPLE IRA and Roth IRA contributions.
Expected Mailing Date May 29, 2020

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