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
• Notice for Required Minimum Distributions (”RMD”) for Traditional, SEP, and SIMPLE IRA clients age 72 or older

March 30

• 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

March 31

• Provident Trust Group electronically files the 1099-R, 1099-INT, 1099-Q, and 1099-SA Forms (as applicable) with the IRS

April 1

• IRS Deadline for those who turned 72 in the prior year to take their 1st RMD from Traditional, SEP, and SIMPLE IRAs.

April 15

• IRS deadline to make contributions to your IRA 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) 

June 1

• Contribution re-characterization requests due to Provident Trust Group

June 1

• Provident Trust Group electronically files the Forms 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 30

• 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