Important Tax Dates

April 15 isn't the only date you need to know when filing your taxes. Be sure to mark your calendar with the key dates that may apply to you:

February 2015
Consolidated Form 1099s mailed and available online by the end of the month

February 28, 2015
Mailing date for Forms 480.6A and 480.6B

March 16, 2015
Mailing date for Form 1042-S and Real Estate Mortgage Investment Conduit/Widely Held Fixed Investment Trust (REMIC/WHFIT) statements

March 31, 2015
Mailing date for Form 2439 

April 15, 2015
Tax filing deadline, last day to contribute to an IRA, and K-1 mailing date

Keep this chart handy to see when your final forms for tax year 2014 will be ready.

NameWhat's reported2015 availability date

Consolidated Form 1099

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.

Online and mailed by the end of February


Sales transactions, cover short transactions, redemptions, tender offers, and mergers for cash. And new for 2014: closing options transactions will be reported.

Online and mailed by the end of February


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.

Online and mailed by the end of February


Interest income of $10 or more; federal and foreign tax withheld.

Online and mailed by the end of February


Rent or royalty payments, and substitute payments of $10 or more, and other income totaling $600 or more.

Online and mailed by the end of February


Original issue discounts on corporate bonds, certificates of deposit (CDs), collateralized debt obligations (CDOs), and U.S. government obligations of $10 or more.

Online and mailed by the end of February

Payments from Qualified Education Programs (under Sections 529 and 530)

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

Online and mailed by February 2


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 IRAs or IRA recharacterizations


Online and mailed by February 2

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.

Online and mailed by February 28

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).

Online and mailed by February 28

Real Estate Mortgage Investment Conduit or Widely Held Fixed Investment Trust

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.

Mailed by March 16


Foreign Person's U.S. Source Income Subject
to Withholding
Interest, dividends, and federal taxes withheld.

Online and mailed by March 16

Notice to Shareholders of Undistributed Long-Term Capital Gains
Undistributed capital gains from mutual funds and Real Estate Investment Trusts (REITs).

Mailed by March 31


Coverdell ESA (Education Savings Account) Contribution Information     
Contributions (including rollover contributions) to a Coverdell ESA.

Mailed by April 30


IRA (Individual Retirement Account) Contribution Information     
Contributions (including rollover contributions) to any IRA.

Mailed by June 1

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 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 must be reported on the 1099-B section of your Consolidated 1099 Form.

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

To find important IRS forms and Tax Guides click here or visit