To access a specific form, visit IRS.gov. As always, please consult your tax advisor for more information about your specific circumstances.
1099-B
Reports redemptions (including exchanges) on non-retirement accounts except Money Market accounts.
Standard Mailing Deadline: January
1099-DIV
Taxable dividend and capital gains, as well as tax-exempt distributions on Fund assets held in non-retirement MainStay accounts.
Mailing Deadline: January
1099-Q
Reports taxable distributions and earnings on 529 plans and Coverdell Education Savings Accounts (CESAs).
Mailing Deadline: January
1099-R
Complete or partial distributions from retirement accounts, direct rollovers and any related backup withholding.
Mailing Deadline: January
1042-S
Reports taxes withheld on non-resident alien accounts.
Mailing Deadline: March
5498
Reports purchases (contributions and rollovers) into IRA, Roth IRA, SEP IRA and SIMPLE IRA accounts.
Mailing Deadline: May
5498-ESA
Reports purchases (contributions and rollovers) into a Coverdell Education Savings Account.
Mailing Deadline: April