Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

 On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)		 On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)		 Monthly, beginning May 2023

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.