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Tax Resource Center

2018 Tax Calendar

The need-to-know dates for this tax season.

Form Mail Date - January 31st

Form mailing date

Your 5498 and/or 1099 will generally be mailed by January 31st. 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 Growth and Income Plus Fund
  • Thrivent Multidimensional Income Fund
  • For 2018, this also includes the Thrivent Mid Cap Stock Fund.

IRS form 5498 ESA's reporting contributions for the previous year will be mailed to you April 30th.

If you made traditional or Roth IRA contributions for 2018 in 2019, you will be mailed IRS Form 5498 by May 31st.

Make your final contributions

Make your final contributions for 2018 by April 15, 2019

Any contribution made to your Roth or Traditional IRA or Coverdell Education Savings Account (CESA) before April 15, 2019 will fall under your 2018 tax filing, so long as you indicate it as a 2018 contribution.

Maximum contribution for Traditional and Roth IRAs: $5,500 (plus a $1,000 "catch up" contribution if you are over 50 years old)

Mail in your tax forms

Taxes are due

On April 15th, taxes are due. 

October 15th is the final due date for your 2018 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 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 2018 extensions is October 15th. 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.

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The principal underwriter for the Thrivent Mutual Funds is Thrivent Distributors, LLC. No communication or content, including investment analysis tools and information about the Thrivent Mutual Funds, on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. The communication and content found on this website, including investment analysis tools and information about the Thrivent Mutual Funds, are not intended as a solicitation to buy or an offer to sell any security. Thrivent Distributors, LLC has undertaken no review of the individual circumstances of any investor and makes no representations with respect to the suitability of any investment for a particular investor. Any purchase, sale or redemption of the Thrivent Mutual Funds will be executed through Thrivent Financial Investor Services Inc., the transfer agent for the Thrivent Mutual Funds, and an affiliate of Thrivent Distributors, LLC. Asset management services provided by Thrivent Asset Management, LLC. Thrivent Distributors, LLC. and Thrivent Asset Management, LLC. are wholly owned subsidiaries of Thrivent Financial for Lutherans, Appleton, WI.

Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.

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No communication or content on this website is intended to provide investment advice or recommendations of any kind and may not be relied upon as such. This website is not intended as a source for legal, accounting or tax advice. Work with your attorney and/or tax professional for additional information.

Marketing and general information about Thrivent Mutual Funds and the Thrivent Church Loan and Income Fund on this website is provided by Thrivent Distributors, LLC, principal underwriter for the Funds. Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC with its principal place of business at 625 Fourth Avenue South, Minneapolis, MN 55415.