EMAIL DETAILS

Mailing schedule for 2017 tax documents

Below are the scheduled mailing dates for your 2017 tax documents and a description of what's included in each mailing.

Please keep in mind February 15 is the IRS deadline for you to receive many of the documents needed to complete your 2017 taxes. The mailing schedule is based on those deadlines, and you may receive amended documents at a later date for reasons beyond our control.

Note: In some instances, you may receive an amended version for your account when additional income or distribution information was provided after the original mailing deadline.

February 15, 2018
-Consolidated Statement & Form 1099-DIV, 1099-INT, 1099-OID, 1099-B, 1099-MISC, 1099-C, 1099-OID (REMIC), Form 1099-B, Form 1099-INT (WHMT).

---Information is provided on the following: Dividends and other distributions | Reportable interest income | Original issue discount income (other than CMO/REMIC instruments) | Proceeds of sales, redemptions, and tenders | Royalties, substitute payments, and miscellaneous income | Cancellation of debt OID and interest accruals from CMOs/REMICs | Widely Held Mortgage Trust receipt-based reporting on mortgage pools

Jan. 31, 2018
-Market Value and RMD Information (Form 5498)
---Included in your December 2017 account statement. This shows the value of the account as of the last business day of the year and information regarding your Required Minimum Distribution (RMD), if applicable.

April 30, 2018
-Form 5498-ESA
---In most cases, this information will accompany your December 2017 statement and reports contributions, rollovers, and direct transfers to your Coverdell Education Savings Accounts.

Amended information will be sent by the given date for accounts that have made 2017 contributions after the last day of December 2017 but before Tuesday, April 17, 2018.

May 31, 2018
-Form 5498
---In most cases, this information will accompany your December 2017
statement and reports contributions, rollovers, and fair market value of your IRAs (other than Coverdell Education Savings accounts).

Amended information will be sent by the given date for accounts that have made 2017 contributions after the last day of December 2017 but before Tuesday, April 17, 2018.

Jan. 31, 2018
-Forms 1099-R and 1099-Q
---This provides information on distributions from your Individual Retirement Accounts (IRA), Coverdell Education Savings accounts, or 529 Plans.

Jan. 31, 2018
-IRA Corrected Valuations (for accounts with no December Statement)
---This statement reports your year-end IRA portfolio valuation.

April 17, 2018 - IRS mailing deadline date.
-Schedule K-1
---Master Limited Partnership (MLP) income and capital account (or cost basis) information will be mailed to you directly from the
Limited Partnership General Partner in March or early April 2018. (This information is not provided by Wells Fargo Clearing Services, LLC.)

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