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Self-Directed Tax Calendar

2021 Tax Calendar Dates & Deadlines

February 1

Provident Trust Group mails all account owners the following:

  • Forms 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable)
  • 2020 Annual Account Statements
  • Notice for Required Minimum Distributions (“RMD”) for Traditional, SEP, and SIMPLE IRA clients age 72 or older

March 31

  • Provident Trust Group electronically files the Forms 1099-R, 1099-INT, 1099-Q, and 1099-SA (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 15

  • IRS deadline to make contributions to your IRA for the prior year

April 30

  • Provident Trust Group mails the Form 5498-ESA or a substitute Form 5498-ESA (as applicable) to all Account Owners (Beneficiaries) 

June 1

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

October 15

  • IRS deadline to remove an excess IRA contribution that occurred in the prior year for IRA owners who timely filed their federal income tax return or otherwise received an extension of time to file 

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 individuals

Get your Tax Calendar

Download our 2021 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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