January 23, 2020
By The Trust Company of Tennessee
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.
| Tax Form | Postmarked Date | |
| Form 1099-R: Reports the taxable and nontaxable distributions from IRAs and Qualified Plans | Jan. 31 | |
| Form 1099 Consolidated Statements and Grantor Letters: Reports interest, dividends, capital gains and tax-deductible expenses from investment management accounts and revocable trusts. | Feb. 17 (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. | Mar. 15 (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, Jan. 31 |
Categories: Tax, Wealth Management