Navigating tax season can be complicated. That's why we created these resources to make it easier to understand.
As of March 17, 2021, the IRS has extended the April 15 tax deadline for filing individual 2020 IRS Federal Tax Returns and IRA contributions to May 17, 2021. State filing deadlines may vary. See the 2021 Tax Calendar for more info.
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.