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Tax Document Dates

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Tax Document Dates
Tax Document Dates

Time & Location

2024 Important Tax Information

IRS Tax Document Expected Mailing Dates:

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January 31, 2025

  • 1099-R - This form reports distributions from Pensions, Annuities, Retirement

    or Profit-Sharing Plans, IRA, SEP-IRA, SIMPLE IRA and Roth IRA

    accounts.

  • 5498 - This form reports your IRA, SEP-IRA, and SIMPLE IRA year-end FMV

    and contributions.

    Corrected 5498 reflecting changes to the year-end FMV or prior year

    contributions made January 17 – April 15 will mail by May 31, 2024.

  • 1099-Q - This form reports distributions from a Coverdell Education Savings

    Account.

  • 1099-SA - This form reports distributions from a Health Savings Account.

  • 2025 Required Minimum Distribution (RMD) Letter - This letter informs customers 73 or older of their 2025 RMD amount.


February 17, 2025

  • 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, 2024

    Hilltop’s Granted Extension Deadline (industry standard): March 18, 2024


March 17, 2025

  • 1042-S - This form reports certain income and foreign account withholding from U.S. sources to nonresident aliens.


March 19, 2025

  • 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.


May 1, 2025

  • 5498-ESA - This form reports your Coverdell Education Savings Account

    contributions.


May 31, 2024

  • 5498-SA - This form reports your distributions from your Health Savings Account.


Please visit the IRS Website to 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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