2027 Information Return Due Dates & Filing Readiness Guides
Choose a form to get the 2027 recipient and IRS filing dates for 2026 returns, plus form-specific validation, extension, rejection, correction, and IRIS preparation guidance.
2027 due dates for commonly filed information returns
Open the exact form guide instead of relying on a generic 1099 deadline.
1097-BTC Due Date 2027 & Filing Readiness
Bond tax credit reporting — IRS e-file: March 31, 2027. Recipient timing: Q1 recipient statement: May 15, 2026; Q2 recipient statement: August 17, 2026; Q3 recipient statement: November 16, 2026; Q4 recipient statement: February 16, 2027.
View 1097-BTC deadlines →1098 Due Date 2027 & Filing Readiness
Mortgage interest statements — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1098 deadlines →1098-C Due Date 2027 & Filing Readiness
Contributions of motor vehicles, boats, and airplanes — IRS e-file: March 31, 2027. Recipient timing: Transaction-driven; see current form instructions.
View 1098-C deadlines →1098-E Due Date 2027 & Filing Readiness
Student loan interest statements — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1098-E deadlines →1098-F Due Date 2027 & Filing Readiness
Certain fines, penalties, and other amounts — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1098-F deadlines →1098-Q Due Date 2027 & Filing Readiness
Qualifying longevity annuity contract information — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1098-Q deadlines →1098-T Due Date 2027 & Filing Readiness
Tuition statements for eligible educational institutions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1098-T deadlines →1099-A Due Date 2027 & Filing Readiness
Acquisition or abandonment of secured property — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-A deadlines →1099-B Due Date 2027 & Filing Readiness
Broker and barter exchange transactions — IRS e-file: March 31, 2027. Recipient timing: February 16, 2027.
View 1099-B deadlines →1099-C Due Date 2027 & Filing Readiness
Cancellation of debt — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-C deadlines →1099-CAP Due Date 2027 & Filing Readiness
Changes in corporate control and capital structure — IRS e-file: March 31, 2027. Recipient timing: Clearing organization statement: January 5, 2027; Shareholder statement: February 1, 2027.
View 1099-CAP deadlines →1099-DA Due Date 2027 & Filing Readiness
Digital asset proceeds and basis reporting — IRS e-file: March 31, 2027. Recipient timing: February 16, 2027.
View 1099-DA deadlines →1099-DIV Due Date 2027 & Filing Readiness
Dividends and distributions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-DIV deadlines →1099-G Due Date 2027 & Filing Readiness
Certain government payments — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-G deadlines →1099-INT Due Date 2027 & Filing Readiness
Interest income — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-INT deadlines →1099-K Due Date 2027 & Filing Readiness
Payment card and third-party network transactions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-K deadlines →1099-LS Due Date 2027 & Filing Readiness
Reportable life insurance sales — IRS e-file: March 31, 2027. Recipient timing: Issuer statement — latest general date; earlier transaction timing may apply: January 15, 2027; Reportable policy sale payment recipient statement: February 16, 2027.
View 1099-LS deadlines →1099-LTC Due Date 2027 & Filing Readiness
Long-term care and accelerated death benefits — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-LTC deadlines →1099-MISC Due Date 2027 & Filing Readiness
Miscellaneous information such as rents and certain other payments — IRS e-file: March 31, 2027. Recipient timing: General recipient statement: February 1, 2027; Boxes 8/10 recipient timing (review applicability): February 16, 2027.
View 1099-MISC deadlines →1099-NEC Due Date 2027 & Filing Readiness
Nonemployee compensation — IRS e-file: February 1, 2027. Recipient timing: February 1, 2027.
View 1099-NEC deadlines →1099-OID Due Date 2027 & Filing Readiness
Original issue discount — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-OID deadlines →1099-PATR Due Date 2027 & Filing Readiness
Taxable distributions received from cooperatives — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-PATR deadlines →1099-Q Due Date 2027 & Filing Readiness
Qualified education program distributions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-Q deadlines →1099-QA Due Date 2027 & Filing Readiness
ABLE account distributions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-QA deadlines →1099-R Due Date 2027 & Filing Readiness
Retirement plan, pension, annuity, and IRA distributions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-R deadlines →1099-S Due Date 2027 & Filing Readiness
Proceeds from real estate transactions — IRS e-file: March 31, 2027. Recipient timing: February 16, 2027.
View 1099-S deadlines →1099-SA Due Date 2027 & Filing Readiness
HSA, Archer MSA, and Medicare Advantage MSA distributions — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 1099-SA deadlines →1099-SB Due Date 2027 & Filing Readiness
Life insurance contract basis reporting — IRS e-file: March 31, 2027. Recipient timing: February 16, 2027.
View 1099-SB deadlines →3921 Due Date 2027 & Filing Readiness
Incentive stock option exercises — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 3921 deadlines →3922 Due Date 2027 & Filing Readiness
Employee stock purchase plan transfers — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View 3922 deadlines →5498 Due Date 2027 & Filing Readiness
IRA contribution information — IRS e-file: June 1, 2027. Recipient timing: FMV/RMD information: February 1, 2027; Contribution information: June 1, 2027.
View 5498 deadlines →5498-ESA Due Date 2027 & Filing Readiness
Coverdell ESA contribution information — IRS e-file: June 1, 2027. Recipient timing: April 30, 2027.
View 5498-ESA deadlines →5498-QA Due Date 2027 & Filing Readiness
ABLE account contribution information — IRS e-file: June 1, 2027. Recipient timing: March 15, 2027.
View 5498-QA deadlines →5498-SA Due Date 2027 & Filing Readiness
HSA, Archer MSA, and Medicare Advantage MSA contribution information — IRS e-file: June 1, 2027. Recipient timing: June 1, 2027.
View 5498-SA deadlines →W-2G Due Date 2027 & Filing Readiness
Certain gambling winnings — IRS e-file: March 31, 2027. Recipient timing: February 1, 2027.
View W-2G deadlines →Why form-specific timing matters
The general filing calendar is only a starting point. Form 1099-NEC uses an accelerated IRS deadline, Forms 1099-B/DA/S use a later recipient statement date, 5498-family forms use May filing dates, and several other forms have transaction-specific or quarterly rules.
Current general source: IRS Publication 1099 (2026).
Readiness guide FAQs
Why are these guides labeled 2026 returns?
They are built for information reported for tax year 2026 and the related 2027 filing season. IRS forms and instructions change, so a new filing year should be checked against the current instructions.
Do all 35 forms have the same deadline?
No. The guides separate accelerated, mid-February, March 31, May 31, quarterly, and transaction-specific timing so filers do not assume every information return follows the same schedule.
Can I use the guides instead of the IRS instructions?
No. They are planning and workflow tools. The current IRS form instructions and filing system rules control.
Do the guides include free CSV validation?
Yes. Every readiness guide links to its matching form-specific CSV validator, error guide, correction guide and software page.
What if I am not sure which form applies?
Use the free form selector or the filer guide center before starting a filing-readiness workflow.
Move from a free check to the complete 1099ERICH workflow.
The free tools help diagnose individual filing problems. 1099ERICH is the $299 Windows desktop workflow for importing CSV or Excel data, validating records, printing recipient copies, and creating IRIS-ready CSV files.