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Taxes
Make tax season a little less taxing with these tax form filing dates
Important tax dates
February 2022
We expect 1099s to be available online by February 17, 2022 by the IRS deadline. You may receive your form earlier.
Mid-to-late February
Mailing date for Forms 480.6A and 480.6B
Mid-March 2022
Mailing date for Form 1042-S and Real Estate Mortgage Investment Conduit/Widely Held Fixed Investment Trust (REMIC/WHFIT) statements
Mid-March 2022
Mailing date for Form 2439
April 18, 2022
Federal tax-filing deadline and IRA contribution deadline
Keep this chart handy to see when your final forms for tax year 2021 will be ready.
|
Form name |
What's reported |
Availability date |
|---|---|---|
|
Consolidated Form 1099 |
What's reported
All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-B |
What's reported
Sales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-DIV |
What's reported
Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-INT |
What's reported
Interest income of $10 or more; federal and foreign tax withheld.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-MISC |
What's reported
Rent or royalty payments, and substitute payments of $10 or more, and other income totaling $600 or more.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-OID |
What's reported
Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more.
|
Availability date
February 17, 2022. Depending on your activity and portfolio, you may get your form earlier.
|
|
1099-Q Payments from Qualified Education Programs (under Sections 529 and 530) |
What's reported
Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs).
|
Availability date
January 31, 2022
|
|
1099-R Distributions from Pensions, Annuties, Retirement or Profit-Sharing Plans, etc. |
What's reported
Distributions from qualified retirement plans (for example, individual 401[k], profit-sharing, and money-purchase plans), or any IRAs or IRA recharacterizations.
|
Availability date
January 31, 2022
|
|
480.6a Informative Return– Income Not Subject to Withholding (Puerto Rico residents only) |
What's reported
Payments to residents of Puerto Rico—such as dividends, interest, partnership distributions, long-term gains, liquidations, and gross proceeds—that did not have Puerto Rico tax withheld. These payments can be from a Puerto Rico or non-Puerto Rico source.
|
Availability date
February 28, 2022
|
|
480.6b Informative Return – Income Subject to Withholding (Puerto Rico residents only) |
What's reported
Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico "at source" withholding (also known as foreign tax).
|
Availability date
February 28, 2022
|
|
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust |
What's reported
Interest and original issue discount from a REMIC. The information reported on this form is in addition to the interest and Original Issue Discount (OID) as shown on your consolidated 1099.
|
Availability date
March 15, 2022
|
|
1042-S Foreign Person's U.S. Source Income Subject to Withholding |
What's reported
Interest, dividends, and federal taxes withheld.
|
Availability date
March 15, 2022
|
|
2439 Notice to Shareholders of Undistributed Long-Term Capital Gains |
What's reported
Undistributed capital gains from mutual funds and Real Estate Investment Trusts (REITs).
|
Availability date
March 30, 2022
|
|
5498-ESA Coverdell ESA (Education Savings Account) Contribution Information |
What's reported
Contributions (including rollover contributions) to a Coverdell ESA.
|
Availability date
April 30, 2022
|
|
5498 IRA (Individual Retirement Account) Contribution Information |
What's reported
Contributions (including rollover contributions) to any IRA.
|
Availability date
May 31, 2022
|
|
Schedule K-1/Form 1065 Partner's Share of Income, Deductions, Credits, etc. |
What's reported
Distributions from partnership securities; your partnership administrator should mail your K-1 by April 15. Please note: While the K-1 form itself accounts for distributions or other items being passed through to the partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099.
|
Availability date
TD Ameritrade does not provide this form.
|
Tracking your cost-basis
To figure out your gain/loss, you need to know the original value of the asset, or "cost basis," including adjustments such as sales commissions or transaction fees.
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Tax resources
Want to determine your minimum required distribution? Interested in making your investing more tax-efficient? We can help with a wide range of tools and resources.
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Keep this chart handy to see when your final forms for tax year 2021 will be ready.
Form name | What's reported | Availability date |
|---|---|---|
Consolidated Form 1099 | What's reported All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-B | What's reported Sales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-DIV | What's reported Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-INT | What's reported Interest income of $10 or more; federal and foreign tax withheld. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-MISC | What's reported Rent or royalty payments, and substitute payments of $10 or more, and other income totaling $600 or more. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-OID | What's reported Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more. | Availability date February 17, 2022. Depending on your activity and portfolio, you may get your form earlier. |
1099-Q Payments from Qualified Education Programs | What's reported Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs). | Availability date January 31, 2022 |
1099-R Distributions from Pensions, Annuties, Retirement or Profit-Sharing Plans, etc. | What's reported Distributions from qualified retirement plans (for example, individual 401[k], profit-sharing, and money-purchase plans), or any IRAs or IRA recharacterizations. | Availability date January 31, 2022 |
480.6a Informative Return– Income Not Subject to Withholding | What's reported Payments to residents of Puerto Rico—such as dividends, interest, partnership distributions, long-term gains, liquidations, and gross proceeds—that did not have Puerto Rico tax withheld. These payments can be from a Puerto Rico or non-Puerto Rico source. | Availability date February 28, 2022 |
480.6b Informative Return – Income Subject to Withholding | What's reported Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico "at source" withholding (also known as foreign tax). | Availability date February 28, 2022 |
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust | What's reported Interest and original issue discount from a REMIC. The information reported on this form is in addition to the interest and Original Issue Discount (OID) as shown on your consolidated 1099. | Availability date March 15, 2022 |
1042-S Foreign Person's U.S. Source Income Subject to Withholding | What's reported Interest, dividends, and federal taxes withheld. | Availability date March 15, 2022 |
2439 Notice to Shareholders of Undistributed Long-Term Capital Gains | What's reported Undistributed capital gains from mutual funds and Real Estate Investment Trusts (REITs). | Availability date March 30, 2022 |
5498-ESA Coverdell ESA (Education Savings Account) Contribution Information | What's reported Contributions (including rollover contributions) to a Coverdell ESA. | Availability date April 30, 2022 |
5498 IRA (Individual Retirement Account) Contribution Information | What's reported Contributions (including rollover contributions) to any IRA. | Availability date May 31, 2022 |
Schedule K-1/Form 1065 Partner's Share of Income, Deductions, Credits, etc. | What's reported Distributions from partnership securities; your partnership administrator should mail your K-1 by April 15. Please note: While the K-1 form itself accounts for distributions or other items being passed through to the partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099. | Availability date TD Ameritrade does not provide this form. |