Self-Directed Tax Calendar

2020 Tax Calendar Dates & Deadlines

January 31

Provident Trust Group mails all account owners the following:

  • 2019 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable)
  • 2019 Annual Account Statements
  • Fair Market Value (FMV) statements to Traditional, Roth, SEP, and SIMPLE IRA owners

March 31

  • Provident Trust Group electronically files the 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable) with the IRS
  • Completed Fair Market Value (”FMV”) Forms and supporting documents due to Provident Trust Group for FMV amount updates.
  • Last day to request corrections made to your Annual Account Statement

April 30

  • The Form 5498-ESA or a substitute Form 5498-ESA needs to be provided to the designated beneficiary (as applicable) 

June 1

  • Contribution recharacterization requests due to Provident Trust Group

July 15

  • Provident Trust Group electronically files the Forms 5498, 5498-ESA, and 5498-SA (as applicable) with the IRS and mails copies to the account owner
  • IRS deadline to make contributions to your IRA for the prior year

October 15

  • IRS deadline for re-characterizing a regular contribution made to a Traditional IRA or ROTH IRA and for removing an excess IRA contribution, either of which occurred in the prior year.

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