Taxation Overview
Buying and selling securities may be simple, but it takes time and research to understand how to report your transactions for tax purposes and how to factor potential tax liabilities into your investment strategy. Discover Fair Trade Export's tax resources today!
Statements and Forms
Need help reading your Fair Trade Export statements? You'll find everything you need here, along with mailing date information and links to your tax forms.Tax Planning
Use the tools in this section to:Tax Topics
Learn the basics about various tax situations and filing requirements.
Important Dates
Date | Event |
February 7, 2022 | Forms 1099R and 1099Q are released |
February 15, 2022 | Consolidated 1099 is released |
March 15, 2022 | 1042-S is released |
April 18, 2022 | IRS Tax filing deadline for tax year 2021 |
May 2, 2022 | 5498-ESA is released |
May 31,2022 | 5498 is released |
Contribution limits
50 yrs. and older: $7,000
50 yrs. and older: $7,000
2022
Below 50 yrs. old: $6,00050 yrs. and older: $7,000
2021
Below 50 yrs. old: $6,00050 yrs. and older: $7,000
For more details, please visit the IRS website regarding contribution limits.
Calculate how much you can save for retirement.
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