Individual Investor
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Mailing Calendar for Tax Season

To help serve you during tax season, here are a few important dates for you to note.

Regular accounts
Form You will receive this form if you had: Mailing schedule
1099-DIV
  • Dividends and short-term capital gains distributions
  • Qualified dividends
  • Long-term capital gains distributions
  • Taxes withheld
  • Foreign tax credit
Late January
1099-B Redemptions: shares sold or exchanged, including cost basis information on redemptions and exchanges of covered shares and noncovered shares, when available Late January
1042-S Non–resident alien income withholding Mid-March
IRA accounts
Form You will receive this form if you had: Mailing schedule
1099-R Distributions for retirement accounts (for example, traditional or Roth IRAs) or a Roth conversion Late January
5498 Contributions made to retirement accounts (for example, traditional or Roth IRAs) Late May
Coverdell ESA accounts
Form You will receive this form if you had: Mailing schedule
1099-Q Distributions from an account Late January
5498 ESA Contributions to an account Early May

Any tax or legal information on this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC; Wells Fargo Funds Distributor, LLC; or any of their representatives may not give legal or tax advice.

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