2018 IRS tax forms generated by Sunward will be mailed by these dates and will also be available in online banking.
Table of Contents
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.
