Tax Document Dates

• 1099 Composite 1st Mailing - This form may include IRS Forms 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC (excludes REMIC Original Issue Discount information from Real Estate Mortgage Conduits/WHMT and WHFIT mortgage backed securities). February 15, 2022
• 1099 Composite 2nd Mailing - Hilltop’s Granted Extension Deadline for accounts pending additional information (industry standard): March 17, 2022
• 1099-R - This form reports distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA, SEP-IRA, SIMPLE IRA and Roth IRA accounts. January 31, 2022
• 5498 - This form reports your IRA, SEP-IRA, and SIMPLE IRA contributions. May 31, 2022
• 1099-Q - This form reports distributions from a Coverdell Education Savings Account. January 31, 2022
• 1099-SA - This form reports distributions from a Health Savings Account. January 31, 2022
• 5498-ESA - This form reports your Coverdell Education Savings Account contributions. May 2, 2022

Please visit the IRS Website tp review Instructions and Forms by clicking this link:

 Forms & Instructions | Internal Revenue Service (irs.gov)

Liberty Capital Investment Corporation is a registered broker-dealer that does not provide tax advice. Contact the IRS or your tax professional for tax advice.