Dividends and Tax Information
Mailing Calendar for Tax Season
Important dates
To help serve you during tax season, here are a few important dates for you to note.
Regular accounts
| Form | You will receive this form if you had: | Mailing schedule |
|---|---|---|
| 1099-DIV | Dividends and short-term capital gains distributions | Late January |
| Qualified dividends | Late January | |
| Long-term capital gains distributions | Late January | |
| Taxes withheld | Late January | |
| Foreign tax credit | Late January | |
| 1099-B | Redemptions: Shares sold or exchanged, including cost basis information on redemptions and exchanges of covered shares and noncovered shares, when available | Late January |
| 1042-S | Nonresident alien income withholding | Mid-March |
IRA accounts
| Form | You will receive this form if you had: | Mailing schedule |
|---|---|---|
| 1099-R | Distributions for retirement accounts and Roth conversions | Late January |
| 5498 | Contributions made to retirement accounts | Late May |
Coverdell ESA accounts
| Form | You will receive this form if you had: | Mailing schedule |
|---|---|---|
| 1099-Q | Distributions from an account | Late January |
| 5498 ESA | Contributions to an account | Early May |
Any tax or legal information on this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Allspring Global Investments does not provide accounting, legal, or tax advice or investment recommendations.
