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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 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.

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 31, 2021
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, DFI) 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 19, 2021
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 15, 2021
5498-ESA This form reports your Coverdell ESA contributions. April 30, 2021
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. May 31, 2021
Managed Accounts (JPMIP, TAP, OAP, and DFI) 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 23, 2021
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. Accounts will mail with Form 1099-R. January 26, 2021
Note: This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.
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, 2021
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, DFI)
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 19, 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 Mail Date March 15, 2021
Form(s) 5498-ESA
Description This form reports your Coverdell ESA contributions.
Expected Mail Date April 30, 2021
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions.
Expected Mail Date May 31, 2021
Managed Accounts (JPMIP, TAP, OAP, and DFI)
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 23, 2021
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. Accounts will mail with Form 1099-R.
Expected Mail Date January 26, 2021
Note: This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.

Prior year contributions for tax year 2020 received after January 19, 2021, and postmarked by April 15, 2021, may generate a corrected Form 5498. This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.