Schedule K-1s & Partnership Securities

We provide you with tax documents, statements and important information to help you prepare for tax season. The information below lets you know when you can expect to receive required tax forms for your J.P. Morgan Wealth Management investment accounts and Chase deposit and mortgage accounts, as well as other important information you may need to prepare your tax returns.

Some tax documents are available on the "Tax Documents" page. Sign in to access your forms.

Schedule K-1s are forms for partnership securities delivered by the issuer of the security. Please note Schedule K-1s and other important tax information related to interests in partnerships and other similar entities may be mailed to you (or IRA custodian for an IRA investment) during the year. For Chase-related or J.P. Morgan-related partnerships, clients should consult with their advisor to determine estimated mailing dates for Schedule K-1s.   

Please don't submit K-1 Forms issued for your IRA accounts back to Chase or J.P. Morgan unless otherwise requested.