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Important Tax Forms and Mailing Dates

Your Tax Planning Center

Important tax forms, information and resources to help simplify tax season

Welcome to the 2019 Tax Center

We provide you with tax forms, statements and important information to help you prepare for tax season. The information below lets you know when you can expect to receive required tax forms for your investment, deposit and mortgage accounts, as well as other important information you may need to prepare your 2019 tax returns.

Some tax forms are available on the "Tax Documents" page. Sign in to access your forms.

 

If you have questions, please contact your Advisor or contact us here.

When to expect your tax forms
Form(s) Description Expected Mailing Date
All Brokerage and Managed Accounts 1099-Q, 1099-R Form 1099-Q reports distributions from Coverdell ESAs. Form 1099-R reports distributions from IRA, SEP–IRA, SIMPLE IRA, Roth IRA and QRP accounts. January 31, 2020
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, DFI) Consolidated 1099 tax forms and supplemental information May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation. February 18, 2020
1042-S This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales). March 16, 2020
5498-ESA This form reports your Coverdell ESA contributions. August 31, 2020
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. August 31, 2020
Managed Accounts (JPMIP, TAP, OAP, and DFI) Consolidated 1099 tax forms and supplemental information. May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation. February 18, 2020
5498 This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. Accounts will mail with Form 1099-R. January 30, 2020
Note: This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.
When to expect your tax forms
All Brokerage and Managed Accounts
Form(s) 1099-Q, 1099-R
Description Form 1099-Q reports distributions from Coverdell ESAs. Form 1099-R reports distributions from IRA, SEP–IRA, SIMPLE IRA, Roth IRA and QRP accounts.
Expected Mail Date January 31, 2020
Brokerage and Managed Accounts (CSP, MFAP, PMP, SAS, DFI)
Form(s) Consolidated 1099 tax forms and supplemental information
Description May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation.
Expected Mail Date February 18, 2020
Form(s) 1042-S
Description This form reports certain income paid from U.S. sources to a nonresident alien (except gross proceeds from sales).
Expected Mail Date March 16, 2020
Form(s) 5498-ESA
Description This form reports your Coverdell ESA contributions.
Expected Mail Date April 30, 2020
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions.
Expected Mail Date May 31, 2020
Managed Accounts (JPMIP, TAP, OAP, and DFI)
Form(s) Consolidated 1099 tax forms and supplemental information
Description May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation.
Expected Mail Date February 18, 2020
Form(s) 5498
Description This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. Accounts will mail with Form 1099-R.
Expected Mail Date January 30, 2020
Note: This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.

Prior year contributions for tax year 2019 received after January 17, 2020, and postmarked by July 15, 2020, may generate a corrected Form 5498. This is only applicable to IRA accounts within the Private Bank where JPMorgan Chase Bank, N.A. is the custodian.

Did you know you can receive your tax documents electronically? Go to chase.com/gopaperless to sign up.

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