Tax Documents Schedule

Filing Deadline (most common): April 18

 

Important Tax Document Release Schedule: Members with Online Banking may view these documents under the Tax Documents section within eStatements. Start by logging into Online Banking/Mobile App and then selecting the ‘eStatements’ option listed under the ‘Transactions’ menu.  Then, please select ‘Tax Documents’ to view your 2022 documents. If you’re not registered for Online Banking, your documents will be mailed directly to you.
 

By January 31* the following documents will be online or mailed:

  • 1099-INT – For members who earned an aggregate $10 or more in dividends in all their shares. Your 2022 interest total is on your December 2022 statement. Members who earn less than $10 in interest are not reported to the IRS.

  • 1099-R (IRA Distribution)

  • 1099-Q (ESA Distribution)

  • 1098 – Mortgage Interest.

  • 1099-C – Cancellation of Debt

  • 1099-MISC – Miscellaneous Income.

  • FMV/RMD Letters – Fair market value and required minimum distribution, if applicable, for IRA and ESA accounts. 

By March 15

  • 1042-S – Foreign Person’s U.S. Source Income Subject to Withholding. 

By April 30*

  • 5498-ESA – Education Savings Account Contributions, Rollovers, Transfers and Fair Market Value. 

By May 31*

  • 5498 – Traditional, Roth and SEP IRA Contributions and Rollovers. Members may make 2022 prior-year contributions until April 15, 2023.
     

 

Guide to  Downloading Your Tax Documents

* Premier America may produce statements earlier than these dates. Tax laws are subject to change. Please consult your tax advisor.

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