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Important Tax Forms and Mailing Dates

Your Tax Planning Center

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

Welcome to the 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 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 here.

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 21, 2022
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 15, 2022
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 15, 2022
5498-ESA This form reports your Coverdell ESA contributions. April 22, 2022
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. May 20, 2022
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 21, 2022
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 15, 2022
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 15, 2022
Form(s) 5498-ESA
Description This form reports your Coverdell ESA contributions.
Expected Mail Date April 22, 2022
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions.
Expected Mail Date May 20, 2022
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