When That Tax Document Will Arrive
Here is a quick list of when in the year you will receive certain tax documents:
|
Form Title |
Description |
Source |
Typically Received By |
|
Form W-2 |
Reports annual wages and taxes withheld from paychecks, including compensation such as bonuses. |
Employers |
Jan 31 |
|
Form 1099-MISC |
For reporting payments to freelancers, independent contractors, and other non-employees. |
Payers who have paid $600 or more |
Jan 31 |
|
Form 1099-INT Form 1099-DIV Form 1099-Composite |
Documents interest income earned during the year. |
Banks and other financial institutions |
Feb 15 |
|
Form 1098 |
Reports mortgage interest (and possibly other mortgage-related expenses) paid during the year. |
Mortgage lenders |
Jan 31 |
|
Form 1098-E |
Documents the amount of interest paid on student loans during the year. |
Lenders of student loans |
Jan 31 |
|
Receipts for Charitable Donations |
Documentation for charitable donations made during the year. |
Charitable organizations |
Varies; obtain upon donation |
|
Form 1099-Q |
Reports payments received from qualified education programs (e.g., 529 plans, Coverdell ESAs). |
The plan’s administrator |
Jan 31 |
|
Form 1099-R |
Reports distributions from IRAs, pensions, and other retirement plans. |
The custodian of the IRA or retirement plan |
Jan 31 |
|
Form 5498 |
Reports contributions to traditional and Roth IRAs, including rollovers and recharacterizations. You do not need this to file. |
The custodian of the IRA |
May 31 |
|
Form 8606 |
Filed with the taxpayer’s tax return to report nondeductible contributions to traditional IRAs, distributions from Roth IRAs, and conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs. |
The taxpayer prepares this form as part of their tax return filing. |
Filed with tax return |
|
Schedule K-1 |
Reports pass-through income for shareholders of certain business’, investment vehicles. |
Corporation governing the business. |
March 15 |