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Self-Directed Tax Calendar

2019 Tax Calendar Dates & Deadlines

January 31

Provident Trust Group mails all account owners the following:

  • 2018 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (if applicable)
  • 2018 Annual Account Statements
  • Notice for Required Minimum Distributions (”RMD”) for Traditional, SEP, and SIMPLE IRA clients age 70½ or older

March 1

  • 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 1

  • IRS Deadline for those who turned 70 ½ in the prior year to take their 1st RMD from Traditional, SEP, and SIMPLE IRAs.
  • Provident Trust Group electronically files the 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable) with the IRS

April 15

  • IRS deadline to make contributions to your IRA for the prior year except for Maine and Massachusetts

April 17

  • For the states of Maine and Massachusetts only, individuals have until April 17th to make contributions to their IRAs for the prior year

April 30

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

May 31

  • Contribution re-characterization requests due to Provident Trust Group
  • Provident Trust Group electronically files the Form 5498, 5498-ESA, and 5498-SA (as applicable) with the IRS

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.

October 31

  • Completed RMD requests due to Provident Trust Group for guaranteed processing for in-kind RMDs.

December 3

  • Completed RMD requests due to Provident Trust Group for guaranteed processing for cash RMDs

December 31

  • IRS deadline to establish a Solo 401(k) plan for self-employed persons

Get your Tax Calendar

Download our 2019 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

WHO WE ARE

With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

CONTACT US

OUR ADDRESS

8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148

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FAX

(702) 253-7565

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EMAIL

info@trustprovident.com

Provident Trust Group, LLC is a BBB Accredited Management Consultant in Las Vegas, NV