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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":"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 5/7. 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 1099R tax form will be available online by 1/24. 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"}]}]

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 TBD*
1099R 1/24 2/1 TBD*
1099Q 1/20 2/1 N/A
1099SA 2/1 2/1 N/A
1042-S 3/11 3/15 N/A
5498-ESA 4/23 4/30 N/A
5498 5/12 5/31 N/A
5498-SA 5/12 5/31 N/A

*We are dependent on TurboTax to complete this process and will provide a date as soon as possible. We apologize for the delay.

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