Office of Financial Management Services
          Tax Reporting and Retirement

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TAX FORM FORECAST

The Indiana University Tax Department is committed to issuing the year end tax statements as accurately and promptly as possible. Although the IRS allows issuers until January 31st (February 2nd for 2009) to "timely file" most year end tax statements, we understand your interest in gathering the necessary paperwork early to possibly file for an income tax refund or complete the FAFSA. We appreciate your patience as our staff work diligently to prepare almost 200,000 year end tax statements.

The forecast will be updated immediately upon a change in status or expectation in delivery date. Please monitor this forecast for the most current information.

KEY to Date Forecast      
Normal font: Complete Double hyphen (- -): Does not apply Bold and italic: ESTIMATED Red and bold: Available online


Form Number Form Name Data Finalized Delivered Online Printed Mailed
W-2  
Wage and Tax Statement
 
1/14/09 1/16/09 1/27/09 1/28/09
 
1099-R  
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc
 
1/21/09 - - 1/23/09 1/28/09
 
1098-T  
Tuition Statement
 
1/21/09 - - 1/22/09 1/28/09
   
Detailed Financial Information
 
- - 1/26/09 - - - -
 
1098-E  
Student Loan Interest
 
1/21/09 - - 1/23/09 1/28/09
 
1099-MISC  
Miscellaneous Income
 
1/22/09 - - 1/23/09 1/28/09
 
1042-S  
Foreign Person's U.S. Source Income Subject to Withholding
 
3/6/09 - - 3/6/09 3/10/09

Block IU Last Updated 3/10/2009
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