Skip to main content

Tax Statement Mailing Dates

Tax Statement Mailing Dates

Below is a schedule of the various tax information forms that will be mailed to you or 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, 2020. You will only receive forms that are appropriate for the activity in your account(s). For more exact mailing dates of the forms, please contact us.

* 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 Tentative Delivery Dates Regulatory Due Date with Applicable Extension*
Tax Reporting Statement - Form 1099 Consolidated summary of Forms 1099 Jan. 29 – Feb. 28 March 19
Form 1099-R Distributions from IRA, retirement account Jan. 23 - Jan. 29 March 2
Form 1099-Q Education Savings Account Jan. 11 - Jan. 29 March 2
Form 1099-DIV Reportable dividends and other distributions Jan. 14 - Jan. 29 March 2
Form 1099-INT Reportable interest income Jan. 14 - Jan. 29 March 2
Form 1099-OID Original issue discount interest accretion (not paid) Jan. 14 - Jan. 29 March 2
Form 1099-MISC Reportable miscellaneous income Jan. 14 - Jan. 29 March 2
Form 1099-MISC Reportable miscellaneous income (all other 1099-MISC forms) Jan. 14 - Jan. 29 March 19
Form 1099-C Cancellation of debt Jan. 14 - Jan. 29 March 2
Form 1099-B Proceeds from sales, exchanges, and tenders Jan. 14 - Jan. 29 March 19
Annual Visa®/Checking Summary - online only Checking and Visa transaction activity summary Jan. 25 N/A
Forms 1098 Mortgage interest statement Jan. 31 March 2
480.6 (A, B, D) and 480.7C Puerto Rico resident source income reporting Feb. 27 Feb. 28
1042-S Non-resident client U.S. source income subject to withholding March 26 - 31 April 15
Supplemental Tax Information Statement Widely Held Fixed Investment Trusts (WHFITs) & Real Estate Mortgage Investment Conduits (REMICs) March 16 March 19
480.6C Non Puerto Rico resident-PR source income subject to withholding April 1 - 10 April 15
990-T Exempt organization business income tax return April 15 - Oct. 15 Oct. 15
Form 5498-ESA Reports contributions to your Education Savings Account May 15 - 22 June 1
Form 5498 Reports contributions, rollovers, & fair market value of your IRA (other than Education Savings Plan) May 15 - 22 July 1
Schedule K-1 Master Limited Partnership (MLP) income Varies as materials are mailed directly from partnerships  
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.
2902305-EXP020320