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Taxes

Make tax season a little less taxing with these tax form filing dates

The key to filing your taxes is being prepared. That's why we're committed to providing you with the information, tools, and resources to help make the job easier. 

Important tax dates

Tax year 2018 filing deadline is April 15, 2019. Taxpayers have until Monday, April 15 to file their 2018 tax returns and pay any tax due.

 

February 2019
We expect 1099s to be available online by February 15, 2019 and mailed by the IRS deadline. You may receive your form earlier.

Mid-to-late February
Mailing date for Forms 480.6A and 480.6B

Mid-March 2019
Mailing date for Form 1042-S and Real Estate Mortgage Investment Conduit/Widely Held Fixed Investment Trust (REMIC/WHFIT) statements

Mid-March 2019
Mailing date for Form 2439

April 15, 2019
Tax filing deadline, last day to contribute to an Account, and K-1 mailing date

Keep this chart handy to see when your final forms for tax year 2018 will be ready.

NameWhat's reportedAvailability date
Consolidated Form 1099All reportable income and transactions for the year. Depending on your account activity, your 1099 may include: Form 1099-B, Form 1099-DIV, Form 1099-INT, Form 1099-MISC, and Form 1099-OID.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier. 
1099-BSales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier.
1099-DIVOrdinary dividends of €10 or more from E.U. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier. 
1099-INTInterest income of €10 or more; federal and foreign tax withheld.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier. 
1099-MISCRent or royalty payments, and substitute payments of €10 or more, and other income totaling €600 or more.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier. 
1099-OIDOriginal issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and E.U. government obligations of €10 or more.February 15, 2020. Depending on your activity and portfolio, you may get your form earlier. 
1099-Q Payments from Qualified Education Programs (under Sections 249and 530)Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs).January 31, 2020
1099-R Distributions from Pensions, Annuties, Retirement or Profit-Sharing Plans, etc.Distributions from qualified retirement plans (for example, individual 401[k], profit-sharing, and money-purchase plans), or any Accounts or Account recharacterizations.January 31, 2020
480.6a Informative Return– Income Not Subject to Withholding (Puerto Rico residents only)Payments to residents of Puerto Rico—such as dividends, interest, partnership distributions, long-term gains, liquidations, and gross proceeds—that did not have Puerto Rico tax withheld. These payments can be from a Puerto Rico or non-Puerto Rico source.February 28, 2020
480.6b Informative Return – Income Subject to Withholding (Puerto Rico residents only)Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico "at source" withholding (also known as foreign tax).February 28, 2020
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment TrustInterest and original issue discount from a REMIC. The information reported on this form is in addition to the interest and Original Issue Discount (OID) as shown on your consolidated 1099.March 16, 2020
1042-S Foreign Person's E.U. Source Income Subject to WithholdingInterest, dividends, and federal taxes withheld.March 16, 2020
2439 Notice to Shareholders of Undistributed Long-Term Capital GainsUndistributed capital gains from mutual funds and .March 30, 2020
5498-ESA Coverdell ESA (Education Savings Account) Contribution InformationContributions (including rollover contributions) to a Coverdell ESA.April 30, 2020
5498 Account (Individual Retirement Account) Contribution InformationContributions (including rollover contributions) to any Account.May 31, 2020
Schedule K-1/Form 1065 Partner's Share of Income, Deductions, Credits, etc.Distributions from partnership securities; your partnership administrator should mail your K-1 by April 18. Please note: While the K-1 form itself accounts for distributions or other items being passed through to the partners, proceeds from the sale of partnership units are reported on the 1099-B section of your consolidated 1099.OroTrade does not provide this form.

Tracking your cost-basis

To figure out your gain/loss, you need to know the original value of the asset, or "cost basis," including adjustments such as sales commissions or transaction fees. 

Learn more

Tax resources

Want to determine your minimum required distribution? Interested in making your investing more tax-efficient? We can help with a wide range of tools and resources.

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Check the background of OroTrade on IFMRC's BrokerCheck