Tax Form Mail Dates and Related Activity - 2017 - Tax form delivery schedule

Sep 19, 2026

Benefit Payment Services provides a 2017 timeline for electronic report delivery and mailed tax forms. It specifies the week of January 23, 2017 for 1099R, 1099DIV, 1099MISC, and the W-2 Annual Statement of Payments (ASP) and the Annual Tax Summary (ATS). It lists mail dates for federal and Puerto Rico requirements, duplicate tax form request processing dates, and revision/correction windows, including the issuance of “Revised” and “Corrected” forms and W-2c.

LanguageEnglish

CategoryLetters

FormatPDF

Pages1

AccessFree to download

Reports

Electronic reports

Annual tax summary (ATS)

Tax form mail dates

Federal mail requirement

Puerto Rico mail requirements

Duplicate tax form requests

Tax form revision and correction dates

Benefit Payment Services TAX FORM MAIL DATES AND RELATED ACTIVITY 􀂙 Reports Week of January 23 , 2017 – Electronic reports are delivered for 1099R, 1099DIV, 1099MISC, W-2* Annual Statement of Payments (ASP) Report – Detailed history information. Annual Tax Summary (ATS) Report – Detailed tax form information. *If you require an advance copy of the ATS report, please contact your Client Service Representative. 􀂙 Tax Form Mail Dates January 13 – January 20 , 2017-1099-DIV, 1099-MISC, 1099-R and W-2 Federal mail requirement is January 31 , 2017. We will begin mailing these tax forms as early as January 13 , 2017. . January 23 , 2017-499R Puerto Rico mail requirement is January 31, 2017. This tax form represents reporting of distributions issued to Puerto Rico participants from non-qualified plans. February 17 , 2017-480.6A and 480.7C Puerto Rico mail requirement is February 28 , 2017. These tax forms represent reporting of distributions issued to Puerto Rico participants from qualified plans. March 15 , 2017-1042-S Federal mail requirement is March 15 , 2017. This tax form represents reporting of distributions issued to Non-Resident Alien participants. 􀂙 Duplicate Tax Form Requests January 11 , 2017 – 1099R, 1099DIV, 1099MISC, January 17 , 2017 – W2 Effective January 11 , 2017 , Benefit Payment Passport® users will have the ability to view 2017 1099R, 1099M, and 1099DIV tax form images as well as print them from their local printers. W-2’s will be available on January 17 , 2017. February 2 , 2017: Benefit Payment Services will begin fulfilling duplicate tax form requests submitted by participants via our IVR (Integrated Voice Response) phone system and from our Clients that choose to print at Northern Trust. 􀂙 Tax Form Revision and Correction Dates: January 12 to March 17 , 2017--1099R, 1099DIV and 1099MISC Revisions to prior year 2016 history will result in a “Revised” 1099R tax form issued. January 16 2017--W-2c Revision to prior year 2016 W2 history will result in a Corrected W-2c tax form issued. On and after March 20 , 2016: Revision to prior year 2016 history will result in a “Corrected” 1099R, 1099M, 1099DIV tax form issued.

FAQs

Which tax reports are delivered electronically during the week of January 23, 2017?

Electronic reports are delivered for 1099R, 1099DIV, 1099MISC, and the W-2 Annual Statement of Payments (ASP) Report, along with the Annual Tax Summary (ATS) Report.

What are the federal and Puerto Rico mail requirements for 2017 tax forms?

The federal mail requirement is January 31, 2017 for 1099-DIV, 1099-MISC, 1099-R, and W-2, and March 15, 2017 for 1042-S. Puerto Rico mail requirements are also January 31, 2017 for 499R and February 28, 2017 for 480.6A and 480.7C.

When do duplicate tax form requests begin and what changes occur with revisions?

Duplicate tax form requests begin being fulfilled on February 2, 2017 (for IVR submissions and certain client printing). Revisions run from January 12 to March 17, 2017 for 1099R/1099DIV/1099MISC, January 16, 2017 for W-2c, and on or after March 20, 2016 for corrected 1099R/1099M/1099DIV; prior-year items may be issued as “Revised” or “Corrected” forms.

Sep 19, 2026

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