Knowledge Center
Scottrade Online Community

Tax Information

Tax Form Mailing Calendar

Different investment types have different reporting deadlines, and this can affect the timeframe in which your tax forms from Scottrade are generated.

Please refer to the following calendar to make sure you are aware of when to expect each of your tax forms for tax year 2013. Keep in mind, tax forms are generated based on your account type activity for the year. For more information about what each form includes, visit Which Form Should I Use?

View the calendar below for a list of forms by mailing date.

Form Number

Mailing Date

Form Description

1099

Feb. 15

Composite form for Individual, Joint & Trust Accounts

1099 – Q

Jan. 31

Payments from Qualified Education Programs

1099 – R

Jan. 31

Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

RMD

Jan. 31

Required Minimum Distribution Info

5498

Jan. 31

Contributions (including rollover contributions) to an IRA, including a SEP, SIMPLE and Roth IRA: Roth Conversions; IRA recharacterization and the fair market value (FMV) of the account

1042 – S

March 15

Foreign Person's U.S. Source Income Subject to Withholding

WHFIT

March 15

Widely Held Fixed Investment Trusts

5498ESA

April 30

Coverdell ESA Contribution Information

5498

May 31

Contributions (including rollover contributions) for 2013 made to an IRA in 2014, including a SEP, SIMPLE and Roth IRA: Roth Conversions; IRA recharacterization and the fair market value (FMV) of the account

2439

Notice to Shareholder of Undistributed Long-Term Capital Gains

Your tax forms are available in your Scottrade account under the My Account tab. Click Account History from the left menu and choose Tax Statements. Forms will be mailed to you unless you have elected to receive them electronically. To request electronic delivery, click My Information & Preferences from the My Account tab and then choose Account Preferences.

If you have questions about your tax forms or how to find them in your account, please contact your local Scottrade team.

Scottrade does not provide tax advice. The material provided in this article is for informational purposes only and Scottrade is not responsible for any errors or omissions. Please consult your tax or legal advisor(s) for questions concerning your personal tax or financial situation.

Featured
Online Community

Education meets interaction in the Scottrade Community. Join Scottrade customers from all over the country as you exchange information, ideas and trading strategies in a comfortable online learning environment.

Interact with Scottrade customers and product specialists. Share your thoughts and learn from others. Grow as an investor. Join our community today!

Learn More About the Community >
The information and content provided in the Scottrade® Knowledge Center is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product or an endorsement or affirmation of any specific investment strategy. You are fully responsible for your investment decisions. Your choice to engage in a particular investment or investment strategy should be based solely on your own research and evaluation of the risks involved, your financial circumstances and your investment objectives. Scottrade, Inc. and its affiliates are not offering or providing, and will not offer or provide, any advice, opinion or recommendation of the suitability, value or profitability of any particular investment or investment strategy.