| Form 1099-R | January 30, 2026 |
| Fair Market Value Statement | January 30, 2026 |
| 1099 Tax Information Summary | February 16, 2026 |
| Income Summary (FYI Statement) | February 27, 2026 |
| REMIC Tax Information Summary | March 16, 2026 |
| 1042-S | April 1, 2026 |
Revised 1099 Tax Information Summary
(tax year 2025 - revision 1) | On or about March 16, 2026 |
Revised 1099 Tax Information Summary
(tax year 2025 - revision 2) | On or about April 3, 2026 |
| 5498 | June 1, 2026 |
Revised 1099 Tax Information Summary
(tax years 2022 – 2025)
*Please note that timing is subject to change. | Monthly beginning May 2026 |
