Navigating tax season can be complicated. That's why we created these resources to make it easier to understand.
All the important tax dates you'll need to know in preparation for the 2024 tax year.
Answers to some of the most common questions.
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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.