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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

February 2021
We expect 1099s to be available online by February 15, 2021 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 2021
Mailing date for Form 1042-S and Real Estate Mortgage Investment Conduit/Widely Held Fixed Investment Trust (REMIC/WHFIT) statements

Mid-March 2021
Mailing date for Form 2439

May 17, 2021
Federal tax-filing deadline and IRA contribution deadline

June 15, 2021
LA, OK, and TX residents' tax-filing and IRA contribution deadline

Keep this chart handy to see when your final forms for tax year 2020 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 16, 2021. 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 16, 2021. 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 16, 2021. 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 16, 2021. 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 16, 2021. 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 16, 2021. Depending on your activity and portfolio, you may get your form earlier.

1099-Q Payments from Qualified Education Programs

(under Sections 529 and 530)

What's reported

Distributions from qualified tuition programs and Coverdell Education Savings Accounts (ESAs).

Availability date

February 1, 2021

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, 2021

480.6a Informative Return– Income Not Subject to Withholding

(Puerto Rico residents only)

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

March 1, 2021

480.6b Informative Return – Income Subject to Withholding

(Puerto Rico residents only)

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

March 1, 2021

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, 2021

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, 2021

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, 2021

5498-ESA Coverdell ESA (Education Savings Account) Contribution Information

What's reported

Contributions (including rollover contributions) to a Coverdell ESA.

Availability date

June 30, 2021

5498 IRA (Individual Retirement Account) Contribution Information

What's reported

Contributions (including rollover contributions) to any IRA.

Availability date

June 30, 2021

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. 

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.

Learn more

Get in touch Call or visit a branch

Call us: 800-454-9272

175+ Branches Nationwide

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