TAX RESOURCE CENTER
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:
IRS form 5498 Coverdell Education Savings Account (CESA) reporting contributions for the previous year will be mailed April 30th.
If you made Traditional or Roth IRA contributions for 2020 in 2021, IRS Form 5498 will be mailed by May 31.
Any contribution made to your Traditional or Roth IRA or CESA before April 15, 2021 will fall under your 2020 tax filing, so long as you indicate it as a 2020 contribution.
Maximum contribution for Traditional and Roth IRAs: $6,000 (plus a $1,000 "catch up" contribution if you are over 50 years old)
On April 15th, taxes are due.
October 15th is the final due date for your 2020 Tax Return, if you filed for an extension.
If you don't think you'll make the April 15th due date for filing your taxes, then file for an extension before the 15th. An extension does not, however, allow you to defer payment of your taxes and does not extend the time you have to make IRA or CESA contributions. The final date to file your 2020 extensions is October 15th. For more information visit the IRS.
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.