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Tax Statement Mailing Dates

Tax Statement Mailing Dates

Below is a schedule of various tax information forms that will be mailed to you or made available online by Merrill or K-1 partners in the first few months of the year. If needed, an amended form will be mailed to you between the end of February and April 15, 2022. You will only receive forms that are appropriate for the activity in your account(s).

Note: Merrill requests an extension with the IRS so that we can validate the information that we're providing. Due dates shown reflect the regulatory deadline as a result of this extension.
Form Form Description Production Dates Regulatory Due Date with Extension
Consolidated 1099 Tax Statement Summary tax reporting statement of Forms 1099 Jan 26 - Feb 25 Mar 17
Form 1099-R Retirement plan distributions (various descriptions) Jan 21 - Jan 27 Mar 2
Supplemental 1099 tax statement Widely held fixed investment trusts (WHFITs) & Real estate mortgage investment conduits (REMICs) Mar 15 - Mar 17 Mar 17
Form 1099-Q 529 College Savings Accounts & CESA Distributions Jan 11 - Jan 13 Mar 2
Form 1099-NEC Non-employee compensation Jan 17 - Jan 27 Mar 2
Form 1099-C Cancellation of debt Jan 12 - Jan 27 Mar 2
Form 1099-SA Medical Savings Account Distributions Jan 11 - Jan 13 Mar 2
Annual Visa®/checking summary — online only Checking and Visa transaction activity summary Jan 20 N/A
Form 480.6 (A, B, D) Puerto Rico resident source income reporting Feb 24 - Feb 28 Feb 28
Form 2439 Undistributed Long Term Capital Gains Mar 11 - Mar 15 Mar 15
Form 1042-S Non-resident client U.S. source income subject to withholding Mar 25 - Apr 5 Apr 14
Form 480.6C Non-Puerto Rico resident-PR source income subject to withholding Mar 30 - Apr 8 Apr 15
Form 990-T Exempt organization business income tax return Apr 15 - Oct 15 Oct 15
Form 5498-ESA Coverdell Education Savings Account contributions May 24 - May 27 Jun 1
Form 5498 Retirement account contributions and year-end valuations May 14 - May 19 Jun 30
Form 5498-SA Medical Savings Account Contributions May 14 - May 19 Jun 30
Schedule K-1 Master limited partnership (MLP) income Varies as materials are mailed directly from partnerships  
Please note: Dates in the table above are based on the most current information available.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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