Tax Calendar

Refer to www.irs.gov for detailed information on a wide range of tax issues.
Tax Calendar
January

Annual statements mailed. They provide a recap of your accounts' performance, transaction, distribution and history.

IRS Form 1099-R mailed. It reports direct rollovers or full or partial retirement plan distributions, including IRA re-characterizations.

IRS Form 1099-Q mailed. It reports all distribution activity from a Coverdell ESA. This includes routine distributions, trustee-to-trustee transfers, in-kind transfers between qualified education programs and removals of excess contributions plus earnings.

February

IRS Form 1099-DIV mailed by February 18th. The form reports taxable dividend and capital gains distributions, as well as foreign tax credit and withholding, if applicable. Does not apply to retirement accounts or if earnings are less than $10.

New in 2012, exempt-interest dividends earned from municipal funds are now reported on Form 1099-DIV. The tax information previously reported on Form 1099-INT will now be reported on Form 1099-DIV.

IRS Form 1099-B mailed by February 18th. The form reports proceeds from the redemption or exchange of mutual fund shares. The form also provides the cost basis of mutual fund shares, if applicable

April 15

APRIL 15th: Deadline for filing individual income tax returns.

Contributions to a traditional IRA or Roth IRA for 2013 must be postmarked by today.

Taxpayers requesting an extension will have until Oct. 15 to file their 2013 tax returns.

Don't forget—even though you won't receive Form 5498 until May, you need to report your IRA contributions on your income tax return.

IRS Form 5498-ESA mailed by the end of April. It reports all Coverdell ESA contributions including rollovers and trustee-to-trustee transfers.

May

IRS Form 5500 Instructions/Price List mailed. It provides instructions on how/when to file an IRA Form 5500 or IRS Form 5500-EZ and price list

         


    

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
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