Form | Used to Report | Scheduled Delivery Date |
1099-R/1099-Q | Distributions from qualified retirement plans and educational saving accounts | January 31, 2025 |
Consolidated 1099 | A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099 MISC | February 17, 2025 |
1042-S | Foreign Person’s U.S. Source Income Subject to withholding | March 17, 2025 |
5498-ESA | Contributions to qualified educational saving accounts | April 30, 2025 |
5498 | Contributions to qualified retirement plans | May 30, 2025 |
Delivery Method
Depending on the delivery setting on your account, the documents may be delivered via mail or email. If your account has e-delivery set up, you will not be receiving the 1099 by mail. Once the tax document is available, you will receive an email notification on your account to download.