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Your Tax Information Center
Important tax forms, information and resources to help simplify tax season
Preparing for your taxes
We provide you with tax forms, statements and important information to help you prepare for tax season, including when you can expect to receive your required documents for your J.P. Morgan Wealth Management investment accounts and Chase deposit and mortgage accounts.
If you’re an existing customer, certain tax forms are available on the "Tax Documents" page. Sign in to access your forms.
Important 2025 tax return dates*
- January 31, 2026: 1099 forms mailed
- February 28, 2026: T5 (Statement of Investment Income) mailed
- March 16, 2026: 1042-S forms mailed
- May 31, 2026: 5498 forms mailed
- April 15, 2026: Individual retirement account contribution deadline for 2025
- April 15, 2026: Individual federal tax filing deadline
- October 15, 2026: Individual federal tax filing deadline if you received an extension
Additional dates can be found in Investment Forms, Deposit Forms and Mortgage Forms.
Please note: Tax filing deadlines may change. For the most-up-to-date information, visit the IRS website. If you have questions about state or local tax returns, please consult your own tax professional.
*While we strive to mail all tax forms by the expected dates listed above, there may be circumstances that require us to file for an extension with the IRS. If an extension is filed, the mailing date for your tax forms may be delayed. If you have questions about your tax documents or filing deadlines, please contact your tax professional.
Invest with tax-advantaged accounts
Tax-advantaged accounts available through J.P. Morgan Wealth Management, such as individual retirement accounts (IRAs) and 529 college savings plans, can help you invest for your future while offering various tax benefits.
Roth IRA
Your contributions are not tax-deductible overlay. Your earnings, if any, are tax-deferred and may be withdrawn tax-free if certain conditions are met.
Traditional IRA
Your contributions may be tax-deductible. Your earnings, if any, are tax-deferred and will be included in your taxable income at the time of withdrawal.
529 College Savings Plan
Invest in future education goals for you or your loved ones.
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades.
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.