Navigating tax season can be complicated. That’s why we created these resources to make it easier to understand.
Note: Tax documents are created using the primary account owner’s tax information. (The tax form on UTMA and Coverdell Education Savings Accounts report using the minor’s tax information since they are the owner on these account types). The custodian/responsible individual will not have access to view these tax documents online since they are not the owner.
Taxable accounts
1099-DIV - I received dividends or capital gains for my account
1099-B - I redeemed or exchanged shares from my account
IRAs and 403(b)
1099-R IRA 403(b) - I received distributions from an IRA or 403(b) account
5498 IRA - I made an IRA contribution or did a rollover or Roth IRA conversion
Coverdell Education Savings Account
1099-Q - I received a distribution from my Coverdell Account
5498 ESA - I made contributions to a Coverdell Account
The information provided is not intended as a source for tax, legal or accounting advice. Please consult with a legal and/or tax professional for specific information regarding your individual situation.