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Tax Information and Reporting - Forms & Reports: Tax Year 2017

Reports: Tax Year 2017

 

 

When will my tax forms be available?

Tax forms and reports will be available by the end of the day of the date listed.

 

 

US Persons & Entities

Form/Worksheet Available Reported To Received By
1099-R January 31, 2018 Internal Revenue Service
  • IRAs, Roth IRAs and SEP IRA accounts
Consolidated Form 1099
(includes forms 1099-INT, 1099-OID, 1099-DIV, 1099-B, 1099-MISC)
February 15, 2018 Internal Revenue Service
  • All accounts
Worksheet for Form 8949 February 15, 2018
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs Trusts, and Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients
Gain/Loss Worksheet for 1256 Contracts February 15, 2018
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs, Trusts, unincorporated businesses and owners of Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients
WHFIT Tax Information Statement March 15, 2018
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs, Trusts and Unincorporated Businesses
  • Advisor and Fully Disclosed Broker Clients
Form 2439 (for the calendar year RICs) April 2, 2018 Internal Revenue Service
  • All accounts
Form 5498 May 31, 2018 Internal Revenue Service
  • IRAs, Roth IRAs and SEP IRAs

Tax Information and Reporting ~ US Person or Entity ~ Initial Data & Data Collection

 

Non-US Persons & Entities

Form/Worksheet Available Reported To Received By
Form 1042-S March 15, 2018 Internal Revenue Service
  • All accounts
 

Canadian Persons and Entities

Form/Worksheet Available Reported To Received By
T5 February 28, 2018 Revenue Canada
  • All accounts
T5008 February 28, 2018 Revenue Canada
  • All accounts
T3 Due April 2, 20181 Revenue Canada
  • All accounts
 

Québec Residents and Entities

Form/Worksheet Available Reported To Received By
Relevé 3 February 28, 2018 Québec Ministry of Revenue
  • All accounts
Relevé 18 February 28, 2018 Québec Ministry of Revenue
  • All accounts
Relevé 16 Due April 2, 20181 Québec Ministry of Revenue
  • All accounts
 

Canadian Non-Residents

Form/Worksheet Available Reported To Received By
NR4 Due April 2, 20181 Revenue Canada
  • All accounts
 

All Customers

Form/Worksheet Available Reported To Received By
Annual Statement January 31, 2018
  • All accounts
Dividend Report February 15, 2018
  • All accounts
Forex Income Worksheet February 28, 2018
  • Individuals and Primary Joint Account Holders
  • Partnerships, LLCs Trusts, and Disregarded Entities
  • Advisor and Fully Disclosed Broker Clients
 
  1. First business day after last day of March.
  2. Nonresidents of Canada, holding Canadian Securities.

 

IRS Circular 230 Notice: These statements are provided for information purposes only, are not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and do not resolve any tax issues in your favor.

 

Call us today at 1-800-50- PLACE or 1-919-719-7200 for more information!

Call us if you are frustrated with your current firm's 1099 issues or if you are simply searching for an

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Tax Information and Reporting ~ US Person or Entity ~ Initial Data & Data Collection


 

 

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