2018 IRS tax forms will be mailed by these dates. Tax documents generated by Sunward 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, Sunward will send you another form in May, and your original 5498 form in online banking will also be updated.
