Tax form calendar
Use this page to preview sample tax forms, from the 1099 family to those related to IRAs and more. Coupled with the descriptions are the approximate mail dates for each form to help decrease your chances of missing important tax-related documents. 
Date Mailed Form Type
End of January
1099-DIV (3MB)
Reports dividends (including capital gain dividends and exempt-interest dividends) and foreign tax paid during the year. It is issued for non retirement accounts that have received taxable dividend distributions of $10 or more, or for accounts from which federal tax has been withheld. 
1099-B (3MB)
Reports the amount of aggregate cash proceeds from redemptions and exchanges, and the accompanying gain or loss from the sale of your mutual fund account.
1099-Q (3MB)
Reports payments from qualified education programs, including Coverdell Education Savings Accounts (ESA).
1099-R (2MB)
Reports distributions from retirement or profit-sharing plans, individual retirement accounts (IRA's), and IRA recharacterizations.
592-B (2MB)
Reports California state backup withholding for applicable California residents.
1042-S (187KB)
Reports income received by foreign shareowners and nonresident alien tax withheld.
End of April
5498-ESA (832KB)
Reports the amount of individual contributions and rollovers into a Coverdell Education Savings Account (ESA)..
End of May
5498 (950KB)
Reports the fair market value, any rollovers, and contributions made to your Traditional IRA, Roth IRA, SEP-IRA, or SIMPLE IRA and recharacterizations of an IRA contribution.
This material does not constitute tax, legal, or accounting advice and neither John Hancock nor any of its agents, employees, or registered representatives are in the business of offering such advice. It was not intended or written for use, and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.