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Taxes
Make tax season a little less taxing with these tax form filing dates
Important tax dates
April 18, 2023
- Tax filing deadline and last day to contribute to an IRA
October 16, 2023
- Filing deadline for individuals who have automatic 6-month extensions (may differ for those outside the United States)
- Deadline to remove excess or recharacterize IRA contributions made for 2022 if you filed your return by April 18, 2023
Keep this chart handy to see when your final forms for tax year 2022 will be ready.
Form name | What's reported | Availability date |
|---|---|---|
Consolidated Form 1099 | What's reported All 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. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-B | What's reported Sales transactions, cover short transactions, closing options transactions, redemptions, tender offers, and mergers for cash. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-DIV | What's reported Ordinary dividends of $10 or more from U.S. and foreign corporations, capital gains distributions, mutual fund dividends, federal and foreign tax withheld, and non-taxable distributions. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-INT | What's reported Interest income of $10 or more; federal and foreign tax withheld. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-MISC | What's reported Rent or royalty payments, and substitute payments of $10 or more, and other income totaling $600 or more. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-OID | What's reported Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more. | Availability date February 23, 2023. Depending on your activity and portfolio, you may get your form earlier. |
1099-Q Payments from Qualified Education Programs | What's reported Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs). | Availability date February 1, 2023 |
1099-R Distributions from Pensions, Annuties, Retirement or Profit-Sharing Plans, etc. | What's reported Distributions from qualified retirement plans (for example, individual 401[k], profit-sharing, and money-purchase plans), or any IRAs or IRA recharacterizations. | Availability date February 1, 2023 |
480.6a Informative Return– Income Not Subject to Withholding | What's reported 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. | Availability date February 28, 2023 |
480.6b Informative Return – Income Subject to Withholding | What's reported Puerto Rico source income (generally, dividends and interest); this is subject to Puerto Rico "at source" withholding (also known as foreign tax). | Availability date February 28, 2023 |
REMIC/WHFIT Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust | What's reported Interest 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. | Availability date March 15, 2023 |
1042-S Foreign Person's U.S. Source Income Subject to Withholding | What's reported Interest, dividends, and federal taxes withheld. | Availability date March 15, 2023 |
2439 Notice to Shareholders of Undistributed Long-Term Capital Gains | What's reported Undistributed capital gains from mutual funds and Real Estate Investment Trusts (REITs). | Availability date March 30, 2023 |
5498-ESA Coverdell ESA (Education Savings Account) Contribution Information | What's reported Contributions (including rollover contributions) to a Coverdell ESA. | Availability date April 30, 2023 |
5498 IRA (Individual Retirement Account) Contribution Information | What's reported Contributions (including rollover contributions) to any IRA. | Availability date May 31, 2023 |
Schedule K-1/Form 1065 Partner's Share of Income, Deductions, Credits, etc. | What's reported Distributions from partnership securities; your partnership administrator should mail your K-1 by April 15. 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. | Availability date TD Ameritrade 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.
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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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