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Get fast, immediate access to your tax forms, access resources to help you prepare, and view the latest document delivery schedule.


[{"groupName":"Tax FAQs","faqList":[{"faqnumber":1,"question":"How do I make a contribution to my retirement account* for Tax Year 2020?","answer":"\u003cp\u003e\u003cb\u003eExisting Shareholders\u003c/b\u003e\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e1.\u0026nbsp; After signing in, from the main dashboard, please select “Buy Mutual Funds” from the Transactions widget\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e2.\u0026nbsp; Follow the guided prompts to \u003ci\u003eSection 3 – Funding Source\u003c/i\u003e\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e3.\u0026nbsp; In the “Contribution for IRA Account” field, select “Prior Year” from the drop down\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e4.\u0026nbsp; Complete the guided prompts and confirm in \u003ci\u003eSection 4 – Review \u0026amp; Confirm\u003c/i\u003e your Prior Year contribution\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eNew Shareholders\u003c/b\u003e\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e1.\u0026nbsp; After successfully completing the registration and sign-up, select “Individual Retirement Account” from the “Open an Account” dashboard\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e2.\u0026nbsp; Select the type of retirement account* you would like to open\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e3.\u0026nbsp; Follow the guided prompts to \u003ci\u003eSection 4 – Fund Your Account\u003c/i\u003e\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e4.\u0026nbsp; In the “Contribution for IRA Account” field, select “Prior Year” from the drop down\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e5.\u0026nbsp; Complete the guided prompts and confirm in \u003ci\u003eSection \u0026nbsp;6 – Verify\u003c/i\u003e your Prior Year contribution\u003c/p\u003e\n\u003cp style\u003d\"margin-left: 40.0px;\"\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e\u003ci\u003e*Currently available for Traditional IRA, Roth IRA, Rollover IRA and Coverdell accounts.\u003c/i\u003e\u003c/p\u003e\n"},{"faqnumber":1,"question":"When is the deadline to submit my 2020 taxes?","answer":"\u003cp\u003eThe IRS has extended the deadline for filing 2020 individual income taxes to May 17, 2021. For residents located in Texas, Oklahoma and Louisiana, the deadline for filing, payments and IRA contributions has been extended to June 15, 2021. For the latest information on tax deadlines visit \u003ca title\u003d\"IRs tax info\" href\u003d\"https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline\" target\u003d\"_blank\"\u003ehttps://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline\u003c/a\u003e\u003c/p\u003e\n"},{"faqnumber":1,"question":"Where do I access my USAA Mutual Funds tax documents?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Tax Documents.” This applies only if you have elected e-delivery.\u003c/p\u003e\n"},{"faqnumber":2,"question":"When will my tax forms be available?","answer":"\u003cp\u003eSome tax forms will be available as early as 1/20. The Tax Forms Delivery Schedule is available in pdf format\u0026nbsp;\u003ca\u003e\u003c/a\u003e\u003ca href\u003d\"/content/dam/vcm/resources-mutualfunddoc/1Q2020_TaxSchedule.pdf\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Where do I find the full capital gains report for the funds I’m invested in?","answer":"\u003cp\u003eThe full report for USAA Mutual Funds is available \u003ca\u003e\u003c/a\u003e\u003ca href\u003d\"/content/dam/vcm/resources-mutualfunddoc/USAA_Funds_Capital_Gains_and_Income_2020.pdf\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I find my most recent statements?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Statements.” This applies only if you have elected e-delivery.\u003c/p\u003e\n"},{"faqnumber":6,"question":"When will I receive my 5498-tax form for my 2020 IRA contribution?","answer":"\u003cp\u003eYour 5498-tax form will be available online by 5/12. To access this form, log in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Tax Documents.” This applies only if you have elected e-delivery.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":7,"question":"Where is my USAA 529 1099Q tax form?","answer":"\u003cp\u003eYour 1099Q is available by selecting the 529 account from your dashboard (this will redirect you to the Ascensus site). From this site select “View profile and documents” from the left menu screen. Next select “Statements, Confirms \u0026amp; Tax Forms.” From there, select the applicable tax year, the 529 beneficiary and select “Tax Forms.”\u003c/p\u003e\n"}]}]

Resources

Resources to help you prepare your tax return

Resources to help you prepare your tax return

Look here for information, answers, and support to prepare your next tax return.

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Factoring the CARES Act into your 2020 tax return

Factoring the CARES Act into your 2020 tax return

Last year’s Coronavirus relief package may include some tax benefits this year.

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Charitable giving tax savings calculator

Use this calculator to determine your potential tax savings with a tax-deductible gift to charity. The net cost of a charitable gift, especially for high incomes, may surprise you. This calculator sorts through the tax brackets and filing options to estimate the actual tax savings of your charitable gift.

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Estate tax planning calculator

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years. 

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 What documents do I need to prepare my tax return

What documents do I need to prepare my tax return?

Consider gathering these keys documents before you prepare your next tax return.

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How are my investments taxed?

How are my investments taxed?

Don’t forget to consider your investment accounts when you prepare your taxes.

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Tax forms delivery schedule for USAA Mutual Funds and select Victory Funds


FORM AVAILABLE ONLINE
(approximately)
MAILED BY AVAILABLE FOR TURBOTAX DOWNLOAD
(approximately)
1099DIV/1099B Combined 2/6 2/15 3/3
1099R 1/24 2/1 3/3
1099Q 1/20 2/1 N/A
1099SA 2/1 2/1 N/A
1042-S 3/11 3/15 N/A
5498-ESA 4/26 4/30 N/A
5498 5/19 5/31 N/A
5498-SA 5/19 5/31 N/A

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