Navigating tax season can be complicated. That's why we created these resources to make it easier to understand.
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.