You should expect the following forms from The Trust Company to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.
| Tax Form | Postmarked Date |
|---|---|
| Form 1099-R: Reports the taxable and nontaxable distributions from IRAs and Qualified Plans for which The Trust Company is the trustee or custodian. | February 1 |
| Form 1099 Consolidated Statements and Grantor Letters: Reports interest, dividends, capital gains, and tax deductible expenses from investment management accounts and revocable trusts. | February 16 (complex returns may require additional time) |
| K-1s From Irrevocable Trusts: Reports interest, dividends, capital gains, other income, and tax deductible expenses from irrevocable trusts. | February 29 (complex returns may require additional time) |
| Form 5498: Reports individual and rollover contributions made to IRAs for which The Trust Company is the custodian. It also reports employer and employee contributions for SEP, CODA SEP and Simple IRAs. | May 31 |
| Less Common Forms: Less common forms (like 1099-SA, 1099-Q, 1099-MISC, and 1098) will be postmarked by their statutory due dates. | Typically January 31 |