Tax Information and Reporting – Reports and Dates

Tax Information and Reporting

Reports and Dates

Reports: Tax Year 2022

Forms and reports will be available by the end of the day of the date listed.

US Persons and Entities

Form/Worksheet	Available	Reported To	Received By
1099-R	January 31, 2023	Internal Revenue Service	IRAs, Roth IRAs and SEP IRA accounts
Consolidated Form 1099 (includes forms 1099-INT, 1099-OID, 1099-DIV, 1099-B, 1099-MISC, 1099-NEC)	February 15, 2023	Internal Revenue Service	All accounts
Worksheet for Form 8949	February 15, 2023		Individuals and Primary Joint Account Holders Partnerships, LLCs Trusts and Disregarded Entities Advisor and Fully Disclosed Broker Clients
Gain/Loss Worksheet for 1256 Contracts	February 15, 2023		Individuals and Primary Joint Account Holders Partnerships, LLCs, Trusts, unincorporated businesses and owners of Disregarded Entities Advisor and Fully Disclosed Broker Clients
WHFIT Tax Information Statement	March 15, 2023		Individuals and Primary Joint Account Holders Partnerships, LLCs, Trusts and Unincorporated Businesses Advisor and Fully Disclosed Broker Clients
Form 2439 (for calendar year RICs)	March 1, 2023	Internal Revenue Service	All accounts
Form 5498	May 31, 2023	Internal Revenue Service	IRAs, Roth IRAs and SEP IRAs

Non US Persons and Entities

Form/Worksheet	Available	Reported To	Received By
Form 1042-S	March 15, 2023	Internal Revenue Service	All accounts

Canadian Persons and Entities

Form/Worksheet	Available	Reported To	Received By
T5	February 28, 2023	Canada Revenue Agency	All accounts
T5008	February 28, 2023	Canada Revenue Agency	All accounts
T3	March 31, 2023¹	Canada Revenue Agency	All accounts
T4RSP	February 28, 2023¹	Canada Revenue Agency	All accounts
T5013	March 31, 2023¹	Canada Revenue Agency	All accounts

Québec Residents and Entities

Form/Worksheet	Available	Reported To	Received By
Relevé 2	February 28, 2023	Revenu Québec	All accounts
Relevé 3	February 28, 2023	Revenu Québec	All accounts
Relevé 18	February 28, 2023	Revenu Québec	All accounts
Relevé 15	March 31, 2023¹	Revenu Québec	All accounts
Relevé 16	March 31, 2023¹	Revenu Québec	All accounts

Canadian Non Residents²

Form/Worksheet	Available	Reported To	Received By
NR4	March 31, 2023¹	Canada Revenue Agency	All accounts

All Clients

Form/Worksheet	Available	Received By
Annual Statement	January 31, 2023	All accounts
Dividend Report	February 15, 2023	All accounts
Forex Income Worksheet	February 28, 2023	Individuals and Primary Joint Account Holders Partnerships, LLCs Trusts and Disregarded Entities Advisor and Fully Disclosed Broker Clients

Or next business day if weekend/holiday.
Non-residents of Canada, holding Canadian Securities.

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