![]() We send the forms in a phased approach to ensure you receive your tax forms as earliest as possible and with complete information. You've moved funds between the same type of retirement account which resulted in a non-taxable and non-reportable transactionīrokerage tax forms will be delivered by the IRS deadline listed below. Only the value of the IRA is reflected and no other activity (rollover, contribution) has occurred during the tax reporting time period You’ve deferred interest on a delayed cash distribution that equals $10 or more You received funds from a Canadian currency account and converted to US currency accounts You’re a resident of Puerto Rico and have received payments from a Puerto Rico sourced retirement plan You've received funds from a deferred compensation plan as a beneficiary You’ve deferred a portion of your income into a deferred compensation plan You have a non-employer sponsored Traditional IRA and made a direct contribution individual retirement account You’re an active employee and made payroll contributions to your individual retirement account Note: The initial amount of the loan proceeds are not taxable, only the remaining defaulted funds are considered taxable You’ve defaulted on payments for a loan taken from your retirement account
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