Here is the initial IB schedule. As in years past, they've been known to issue and revise.
Reporting Dates
All reports will be provided by the end of the day on the dates specified below.
Form or Report----------------------------------------Date
1099s - All Types-------------------------------------February 2, 2009
Annual Activity Statement----------------------------February 2, 2009
Dividend Report---------------------------------------February 2, 2009
Schedule D Gain/Loss Summary Worksheet ---------February 9, 2009
IRC Section 1256 Gain/Loss Summary Worksheet --February 16, 2009
T5, T5008, RL-3---------------------------------------March 2, 2009
1042S--------------------------------------------------March 16, 2009
T3------------------------------------------------------March 31, 2009
IRA Form 5498----------------------------------------June 1, 2009
Jack
Reporting Dates
All reports will be provided by the end of the day on the dates specified below.
Form or Report----------------------------------------Date
1099s - All Types-------------------------------------February 2, 2009
Annual Activity Statement----------------------------February 2, 2009
Dividend Report---------------------------------------February 2, 2009
Schedule D Gain/Loss Summary Worksheet ---------February 9, 2009
IRC Section 1256 Gain/Loss Summary Worksheet --February 16, 2009
T5, T5008, RL-3---------------------------------------March 2, 2009
1042S--------------------------------------------------March 16, 2009
T3------------------------------------------------------March 31, 2009
IRA Form 5498----------------------------------------June 1, 2009
Jack