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Tax Resource Center

2020 Tax Calendar

All the important tax dates you’ll need to know in preparation for the 2019 tax year.

Form Mail Date - January 31st

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 April 30.

If you made Traditional or Roth IRA contributions for 2019 in 2020, IRS Form 5498 will be mailed by May 31.

Make your final contributions

Make your final contributions for 2019 by April 15, 2020

Any contribution made to your Traditional or Roth IRA or CESA before April 15, 2020 will fall under your 2019 tax filing, so long as you indicate it as a 2019 contribution.

Maximum contribution for Traditional and Roth IRAs: $6,000 (plus a $1,000 "catch up" contribution if you are over 50 years old)

Mail in your tax forms

Taxes are due

On April 15, taxes are due. 

October 15 is the final due date for your 2019 Tax Return, if you filed for an extension.

File for an extension on your taxes

File for an extension

If you don't think you'll make the April 15 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 2019 extensions is October 15. For more information visit the IRS. 

At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.