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Tax Document Mailing Schedule

1/10/2019

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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