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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.

Get your Tax Calendar

Download our 2020 Tax Calendar to stay aware of important deadlines and information

Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869

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