Looking for Tax Forms?- Here is the List and Due Dates

Solo 401k

Tax Statement Mailing Deadlines

Statement name	Accounts	IRS mailing deadline
Tax Reporting Statement (Includes 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC)	Nonretirement brokerage account, including Cash Management Account. S-Corps that sold a covered security will receive both a 1099-B and an Informational Tax Statement.	February 18
Tax Reporting Statement (may include Form 1099-DIV and /or 1099-B)	Nonretirement Mutual Funds Account. S-Corps that sold a covered security will receive both a 1099-B and an Informational Tax Statement.	February 18
5498	IRA	January 31
5498	IRA, if you made a contribution for the 2013 tax year between January 1, 2014, and April 15, 2014	June 2
1099-R	Retirement account (reports distributions, recharacterizations, etc.)	January 31
5498-SA	Health Savings Account	January 31
5498-SA	Health Savings Account, if you made a contribution between January 1, 2014, and April 15, 2014	June 2
1099-SA	Health Savings Account (reports distributions)	January 31
1099-Q	529 plan account distributions	January 31
1099-OID	Nonretirement brokerage account holding certain real estate mortgage investment conduits (REMICs), financial asset securitization investment trusts (FASITs), and/or collateralized mortgage obligations (CMOs)	March 17
2439	Brokerage or mutual fund account holding a mutual fund or real estate investment trust that retained its long-term capital gains	March 17
Supplemental mortgage pool statement	Accounts holding a mortgage pool security (a kind of widely held fixed investment trust) with 2013 tax-reporting consequences	March 17
1042-S	Accounts held by a nonresident alien with U.S.-source income earnings	March 17

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