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When are the 1099-INT, 1099R and 5498 forms and the Fair Market Value and Cost of Insurance statements mailed?

April 26, 2017COST fair forms Insurance market statements value

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When are the 1099-INT, 1099R and 5498 forms and the Fair Market Value and Cost of Insurance statements mailed?

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• 1099R, 1099-INT forms and Fair Market Value statements: On or before the IRS deadline of January 31 (must be postmarked Jan 31st or before) • Form 5498: On or before the IRS deadline of May 31 (only sent if contributions or rollovers were made during the tax year) • Cost of Insurance statement: Generally mailed the first week of December