THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. Past performance is not a guarantee of future results. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. When to expect your tax forms All Brokerage and Managed Accounts This form reports your IRA, SEP–IRA, ROTH IRA, and SIMPLE IRA contributions. sources to a nonresident alien (except gross proceeds from sales). This form reports certain income paid from U.S.
May include IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID, depending on your situation.
Form 1099-R reports distributions from IRA, SEP–IRA, SIMPLE IRA, Roth IRA and QRP accounts.īrokerage and Managed Accounts (CSP, MFAP, PMP, SAS, JPMCAP, FIAP)Ĭonsolidated 1099 tax forms and supplemental information Form 1099-Q reports distributions from Coverdell ESAs.
0 kommentar(er)
