LATE This form reports your 2020 distributions from IRA ...

EXPECTED MAILING DATES

LATE JANUARY 2021

IRS FORM

1099-R

DESCRIPTION

This form reports your 2020 distributions from IRA, SEP-IRA and Roth IRA, 401(K) and PSP plans.

MID TO LATE

Composite Statement of

FEBRUARY 2021 1099 Forms

This is a composite statement that reports all income recognized in your Chevy Chase investment management accounts. It includes 1099-B, 1099-DIV, 1099-INT and 1099-OID.

EARLY TO MID MARCH 2021

Composite Statement of 1099 Forms for accounts holding specific securities with delayed reporting

A later mailing date is anticipated for Form 1099 for accounts holding securities that traditionally have late reporting and/or income reallocation. These securites include regulated investment companies (mutual funds), real estate investment trusts (REITs) and widely held fixed investment trusts (WHFITs).

LATE MAY 2021

5498

Form 5498 reports 2020 IRA contributions made by April 15, 2021. This form is not used for preparation of your income tax returns.

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