Here is the initial IB schedule. As in years past, they've been known to issue and revise. Reporting Dates All reports will be provided by the end of the day on the dates specified below. Form or Report----------------------------------------Date 1099s - All Types-------------------------------------February 2, 2009 Annual Activity Statement----------------------------February 2, 2009 Dividend Report---------------------------------------February 2, 2009 Schedule D Gain/Loss Summary Worksheet ---------February 9, 2009 IRC Section 1256 Gain/Loss Summary Worksheet --February 16, 2009 T5, T5008, RL-3---------------------------------------March 2, 2009 1042S--------------------------------------------------March 16, 2009 T3------------------------------------------------------March 31, 2009 IRA Form 5498----------------------------------------June 1, 2009 Jack