When will my IRA Tax form be mailed to me?

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  • For IRA distributions, a 1099-R tax form will be mailed no later than 01/31.
  • For Coverdell Distributions, a 1099-Q tax form will be mailed no later than 01/31.
  • For IRA Contributions, a 5498 Tax form will be mailed no later than 05/31.
  • For Coverdell Contributions, a 5498-ESA tax form will be mailed no later than 04/30.

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