2020 Important Tax Form Mailing Schedule LPL Financial 2020 Mailing Schedule for 2019 Tax Information Click for PDF_______________________________Tax Forms You May Receive - American Funds/Capital GroupEach year, American Funds will send you tax forms based on the type of account you own and the activity that took place in your account throughout the year.To help protect your information, the first five digits of your Social Security number or tax identification number will be concealed on all of your tax forms.Here are some common tax documents that you may receive from American Funds.Year-End StatementThis statement is sent in early January to all American Funds account owners whose accounts were still open after September 30. It contains all activity for the tax year, including:original price per share of all purchases and reinvestmentscontributions and transfers to CollegeAmerica® accountsyear-end account valuea required minimum distribution (RMD) notice to IRA account owners who will be age 70½ or older in the upcoming yearNote: For tax purposes, you should keep your year-end statements for at least six calendar years after the final sale of your fund shares.Form 1099-DIVThis form is sent to most non-retirement/non-education account owners who received a taxable dividend, exempt-interest dividend or capital gain distribution. The form includes:total ordinary dividendsqualified dividendstotal capital gain distributionsnondividend distributionsfederal income tax withheldforeign taxes paidfederally tax-exempt income dividends from American Funds municipal bond fundsprivate activity bond interest used to calculate alternative minimum tax, if that tax applies to youSection 199A dividendsOnline By: Late JanuaryMailed By: January 31, 2020Form 1099-QAReports distributions from ABLEAmerica accounts, including the following:Earnings and basis amounts for gross distributionsExcess contributions returned to the contributorProgram to Program Transfer. The dollar amount of the program to program transfer isn't reported on the formABLE Account Termination During Tax YearRecipient isn't the Designated BeneficiaryOnline: Not availableMailed By: January 31, 2020Form 1099-BThis form is sent to most non-retirement/non-education account owners who sold or exchanged shares of American Funds (other than American Funds U.S. Government Money Market Fund℠). The form includes information on all sales and exchanges of shares, including the:date of each salenumber of shares soldshare price and dollar amount of each transactioncost basis information when availablelong- and short-term gain or loss information when availableOnline By: Late JanuaryMailed By: January 31, 2020Form 1099-RThis form is sent to owners of traditional, Roth, SEP and SIMPLE IRAs and other retirement accounts who received distributions from their accounts.Online By: Mid-JanuaryMailed By: January 31, 2020Form 1099-QThis form is sent to owners of CollegeAmerica and Coverdell ESA accounts who received distributions from their accounts. The form includes information on:CollegeAmerica distributions including the basis and earningsCoverdell ESA distributions and fair market value as of December 31Online By: Mid-JanuaryMailed By: January 31, 2020Form 592-BThis form is sent to California residents who had state backup withholding. The form includes information on the withholding.Online By: Mid-JanuaryMailed By: January 31, 2020Form 1042-SThis form is sent to nonresident aliens and eligible foreign entities. It reports income received by nonresident aliens or foreign entities that have valid tax documentation of foreign tax status on file with American Funds. The form includes information on:gross income paidcountry of tax residencenonresident alien (NRA) tax withheldapplicable NRA withholding rateapplicable Foreign Account Tax Compliance Act (FATCA) tax withheldOnline By: Mid-MarchMailed By: March 16, 2020Form 5498-ESAThis form is sent to Coverdell ESA beneficiaries/recipients whose accounts received a contribution or transfer.Online By: Late AprilMailed By: April 30, 2020Form 5498This form is sent to traditional, Roth, SEP and SIMPLE IRA owners who made contributions to their accounts. The form includes information on:IRA, rollover and recharacterization contributions to traditional IRAsRoth, rollover, conversion and recharacterization contributions to Roth IRAsrollover contributions to SEP and SIMPLE IRAsfair market value of account as of December 31indication whether IRS has been notified that account is subject to required minimum distribution (RMD) rules (if IRA owner will be age 70½ or older)Online By: Late MayMailed By: June 1, 2020Form 5498-QAReports contributions, rollovers, and program to program transfers to ABLEAmerica accounts, including the following:Fair market valueCheckbox to indicate if the account opened during the tax yearBasis of eligibilityDisability codeOnline: Not availableMailed By: March 16, 2020__________________________________Important Tax DeadlinesSee below for important federal tax deadlines and tax form mailing dates.Deadlines for Account TransactionsDecember 31, 2019Traditional or Roth IRA conversions or transfersGifts to CollegeAmerica® plans for 2019Gifts to individuals or charitable donations for 2019Required minimum distributions (RMDs) from retirement accountsImportant: Transaction requests received after 4:00 p.m. Eastern time on December 31, 2019, will be processed on the next business day (January 2, 2020) and will be reported for tax year 2020.March 16, 2020Federal tax filings and payments for S corporations and partnerships (with tax year-end of 12/31)April 15, 2020Traditional and Roth IRA contributions for 2019Education Savings Account contributions for 2019Federal tax filings and payments for individuals, C corporations and sole proprietorships (with tax year-end of 12/31)September 15, 2020Federal tax filings for S corporations and partnerships that requested an extension with the IRSOctober 15, 2020Federal tax filings for individuals, C corporations (with tax year-end of 12/31) and sole proprietorships who requested an extension with the IRSNote: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial professional or visit the IRS website for information about tax relief.