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When are tax forms available?

You can access the following tax forms by these dates:

Consolidated 1099: On or before February 15

Form 1099-R: On or before January 31 every calendar year

Form 5498: No later than May 31 of each calendar year

Form 2439: 90 days after fiscal year end of RIC or REIT (On March 31 for December 31 year-end)

Jason Toledo

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.