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Tax Document Dates

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Tax Document Dates
Tax Document Dates

Time & Location

IRS Tax Filing Deadline for Most Taxpayers:

Monday, 18 April 2023

About the event

  • 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, 2023
  • 1099-Q - This form reports distributions from a Coverdell Education Savings Account. January 31, 2023
  • 1099-SA - This form reports distributions from a Health Savings Account. January 31, 2023
  • 2023 Required Minimum Distribution (RMD) Letter - This letter informs customers 73 or older of their 2023 RMD amount. January 31, 2023
  • 1099 Composite excluding REMIC OID - 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). Original IRS Mailing Deadline: February 15, 2023 Hilltop’s Granted Extension Deadline (industry standard): March 17, 2023
  • 1042-S - This form reports certain income and foreign account withholding from U.S. sources to nonresident aliens. March 15, 2023
  • 1099 Composite Corrections and Originals (if you received a Holdback Letter) - Corrected Forms include updated* corrected reporting of Forms 1099-DIV, 1099-INT, 1099-OID, 1099B, 1099-MISC . Original Forms include REMIC Original Issue Discount information from Real Estate Mortgage Conduits/WHMT and WHFIT mortgage backed securities. March 17, 2023
  • 5498-ESA - This form reports your Coverdell Education Savings Account contributions. May 1, 2023
  • 5498 - This form reports your IRA, SEP-IRA, and SIMPLE IRA contributions. May 31, 2023
  • 5498-SA - This form reports your distributions from your Health Savings Account. May 31, 2023

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 or legal advice. Please contact the IRS or your tax professional for tax or legal advice.

*Mutual funds, ETF’s and REITs are pass thru vehicles for tax reporting purposes. The tax character (ex: qualified, non-qualified, return of capital) is not

available prior to year’s end and we are required to report the tax character provided to us by the funds.

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