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Tax Mailing Calendar

Communication Purpose When provided
IRS Form 1099-DIV Reports taxable dividend  and capital gain distributions  paid during the year Late January
IRS Form 1099-B Reports redemptions or  exchanges from a fund other  than a money market fund Late January
IRS Form 1099-INT Reports exempt-interest dividends, alternative minimum tax, and any related withholding for municipal bond funds. Late January
IRS Form 1099-Q1 Reports payments from Qualified Education Programs (Section 529 plans) and Coverdell ESA distributions Late January
IRS Form 1099-R Reports payments from an MFS-sponsored retirement plan Late January
IRS Form 1042-S Reports dividend and capital gain distributions paid to nonresident aliens Mid March
IRS Form 5498-ESA Reports contributions and rollovers to Coverdell ESA April
IRS Form 5498 Reports contributions or rollovers to an MFS-sponsored IRA May

1MFS 529 Savings Plan account owners may receive two tax forms for Year 2022, due to the plan’s conversion in May 2022: one from MFS for the period January 1 – May 20, 2022, if there were any reportable transactions during this time; one from Sumday Administration LLC (the plan’s new Program Manager) for the period May 21 – December 31, 2022. Effective January 1, 2023, all future tax forms will originate from Sumday Administration LLC.
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