TAX RESOURCE CENTER
5498 and/or 1099 forms will generally be mailed by January 31. The forms are accessible online through shareholders accounts.
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 by April 30.
If shareholders made Traditional or Roth IRA contributions for 2023 in 2024, IRS Form 5498 will be mailed by May 31.
Contributions made to your Traditional IRA, Roth IRA, or CESA on or before April 15, 2024, can be reported under your 2023 tax filing as long as you indicate it is a 2023 contribution. Otherwise it will be reported as a 2024 contribution.
Maximum contribution for Traditional and Roth IRAs (total between both IRA types): $6,500 (plus a $1,000 “catch up” contribution if you are 50 or older).
The tax deadline for filing individual 2023 IRS Federal Tax Returns is April 15, 2024. State filing deadlines may vary. Check with your state’s Department of Revenue for state filing updates. Some states affected by disasters may have later tax filing deadlines.
October 15 is the final due date for your 2023 Tax Return if you filed for an extension.
If you don’t think you’ll make the April 15, 2024 due date for filing 2023 taxes, you can file for an extension by that date. If you request a personal extension for after April 15, 2024, this does not extend the deadline for payment of taxes owed nor for making IRA or Coverdell Education Savings Account contributions for 2023. 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.