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Which tax documents will I receive?

 

You may be eligible to up to 3 different tax documents as a customer of M1 Finance. Below is the purpose of each document and how to determine if you are eligible.

Tax Form 1099-R

  1. You are eligible if you have one of the following accounts:
    • Traditional
    • Roth
    • SEP
  2. AND you made distributions to your IRA in the last year.

Document will be released January 31st, 2019.

Tax form Consolidated 1099 

  1. You are eligible if you have one of the following account types:
    • Individual
    • Joint
    • Trust
    • LLC
    • Corp
    • Partnership
    • Custodial
  2. AND you had a taxable event in the last year.

Document will be released February 15th, 2019.

 

Tax Form 5498

  1. You are eligible if you have one of the following accounts:
    • Traditional
    • Roth
    • SEP
  2. AND you made contributions to your IRA in the last year.

Document will be released May 31st, 2019 for contributions made up to the April 15th deadline.

 

If you still have any questions on what tax documents you receive, don't hesitate to reach out to support@m1finance.com

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