Tax Document Mailing Schedule

2018 IRS tax forms will be mailed by these dates. Tax documents generated by SLFCU will also be available in online banking. 

JANUARY 31

1098    Mortgage interest paid

1098-E    Student loan interest paid over $600

1099-INT    Account dividend income over $10 and/or redeemed bond interest income

1099-C    Loan cancellation of debt

1099-Q    CESA (Education) IRA distributions

1099-R    Traditional, SEP, and Roth IRA distributions

5498    Traditional, SEP, and Roth IRA contributions*

MARCH 15

1042-S    Account dividend income over $10 (paid to some non-resident aliens)

APRIL 30

5498-ESA    CESA (education) contributions

*Please note that if you make a 2018 IRA contribution after this form is generated, SLFCU will send you another form in May, and your original 5498 form in online banking will also be updated.

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