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.
|Form 1099-R: Reports the taxable and nontaxable distributions from IRAs and Qualified Plans for which The Trust Company is the trustee or custodian.
|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.
|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