Skip to main content

The Trust Company of Tennessee - Live Confidently

Login
  • Home
  • About Us
    • Our Team
    • Community Support
  • Services
    • Wealth Management
    • Corporate Retirement
    • Personal Trust
    • Nonprofit Investing
    • Business Advisory Services
  • Careers
  • Contact Us
  • Events
  • News

2024 tax year reporting mailing dates

January 9, 2025 by Joanna Gager

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on or before the following dates. If you have any questions, please contact your Relationship Manager.

For those who utilize TurboTax or H&R Block for filing, please contact your Relationship Manager about the possibility of importing your 1099 document automatically through the system.

Tax FormDescriptionPostmarked By Date
Retirement Accounts
1099-RReports the taxable and non-taxable distributions from Traditional IRAs, SEP IRAs, Simple IRAs, Roth IRAs and Qualified PlansJan. 31, 2025
5498Reports individual and rollover contributions made to IRAs; it also reports employer and employee contributions for SEP, CODA SEP and Simple IRAsMay 31, 2025
Investment Management Accounts/Revocable Trusts
1099Consolidated Statements and Grantor Letters: Reports interest, dividends, capital gains and tax-deductible expenses from investment management accounts and revocable trusts
Note: Complex returns may require additional time
Feb. 24, 2025
Irrevocable Trusts
K-1Reports interest, dividends, capital gains, other income and tax-deductible expenses from irrevocable trusts
Note: Complex returns may require additional time
March 19, 2025
Health Savings Accounts
1099-SAReports distributions from the accountJan. 31, 2025
5498-SAReports contributions made to the accountMay 31, 2025
Coverdell Education Savings Accounts
1099-QReports distributions from the accountJan. 31, 2025
5498-ESAReports contributions made to the accountApril 30, 2025
Other Forms
1099-MISC, 1099-NEC and 1098 will be postmarked by their statutory due datesTypically Jan. 31, 2025

SIGN UP FOR UPDATES

Contact Us

(865) 971-1902
info@thetrust.com

Find a Location

Connect with us

Copyright © 2025 The Trust Company of Tennessee • Privacy Policy • USA PATRIOT Act Notice

By using this site, you are agreeing to the use of cookies to enhance your experience.AcceptReject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT