2024
January 19:
Form 5498 available online; for use with contributions to, and year-end market values of, brokerage retirement accounts
January 20:
1099 Consolidated Tax Form, Mailing cycle 1, available online; for accounts holding securities with no anticipated reclassifications
February 10:
1099 Consolidated Tax Form, Mailing cycle 2, available online; for accounts holding securities with income reclassifications to date
February 10:
1099 Preliminary Tax Statement available online only; for early tax preparation with clients receiving 1099s in Mailing cycles 3 or 4 Please note: Statement is for planning purposes only and is not considered final.
February 10:
1099: Info Only (corporate) available online only; supplemental information for corporate and eligible exempt accounts
February 23:
Forms 480.6A, 480.6B, 480.6C, and 480.6D available online; for residents of Puerto Rico
February 25:
1099 Consolidated Tax Form, Mailing cycle 3, available online; for brokerage accounts holding securities with income reclassifications to date
March 06:
1099 Consolidated Tax Form, Mailing cycle 4, available online; for brokerage accounts holding later-issuer reclassifications (e.g., UITs, REITs)
March 06:
Forms 1099 REMIC available online; for OID and other periodic interest reported
March 10:
1042-S (nonretirement) available online; for use with nonretirement accounts held by nonresident aliens with U.S.-source income earnings
March 15:
1042-S (retirement) mailing deadline; for use with retirement accounts held by nonresident aliens with distributions from retirement accounts Please note: This form is not available online.
April 15:
Federal Tax Filing Deadline; filing transactions for 2023 tax year must be completed by this date. For 2023 IRA contributions, IRAs must be established.
April 20:
Form 5500 AVS (retirement plans) available online
May 12:
Follow-up Form 5498 available online; for contributions made between January 1, 2024, and April 18, 2024
December 31:
The deadline for converting funds in retirement and other accounts to a Roth IRA
December 31:
Required minimum distributions must be taken for individuals age 73 or older by year end. After taking your first RMD (for 2022) by April 1, 2023 if you turned 72 in 2022, you also need to take your 2023 RMD by the end of the year. This is also the deadline if you are otherwise required to take an RMD for 2023.
