Form mailing date
Your 5498 and/or 1099 will generally be mailed by January 31. You can also access it online through your account.
For Thrivent Mutual Funds that invest in REITs (real estate investment trusts), forms will be mailed and available online mid-February:
- Thrivent Diversified Income Plus Fund
- Thrivent Multidimensional Income Fund
IRS form 5498 Coverdell Education Savings Account (CESA) reporting contributions for the previous year will be mailed July 15.
If you made Traditional or Roth IRA contributions for 2019 in 2020, IRS Form 5498 will be mailed by July 15.