Deadlines - When to expect your tax documents.

Federal 1098
​Date               Description
1/31/2024    Due to Payer/Borrower
2/28/2024   Due to IRS

Federal 1099-DIV
Date              Description
1/31/2024    Due to Recipient
2/28/2024   Due to IRS
3/15/2024    Due for reporting by trustees and middlemen of WHFITs
3/31/2024    Due to IRS if filed electronically

Federal 1099-INT
Date               Description
1/31/2024    Due to Recipient
2/28/2024   Due to IRS
3/15/2024    Due for reporting by trustees and middlemen of WHFITs
3/31/2024    Due to IRS if filed electronically

Federal 1099-MISC
Date               Description
1/31/2024    Due to Recipient
2/15/2024    Substitute dividends and tax-exempt interest payments                                    reportable by brokers.
2/15/2024    Gross proceeds paid to attorneys.
2/28/2024   Due to IRS
3/15/2024    Due for reporting by trustees and middlemen of WHFITs
3/31/2024    Due to IRS if filed electronically

Federal 1099-NEC
Date               Description
1/31/2024    Due to Recipient
1/31/2024    Due to IRS

Federal 1099-R
Date                Description
1/31/2024     Due to Recipient
2/28/2024    Due to IRS
3/31/2024    Due to IRS if filed electronically

Federal 1099-S
Date                Description
2/15/2024     Due to Recipient
2/28/2024    Due to IRS
3/31/2024    Due to IRS if filed electronically

Federal W-2
Date               Description
1/31/2024    Due to IRS
1/31/2024    Due to IRS if filed electronically