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 us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)
On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)
On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)
Monthly, beginning May 2025

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. And providing the financial guidance that’s right for you is central to everything we do at RBC Wealth Management. We can assist you in the following areas:

  • Planning for retirement
  • Creating an income during retirement
  • Maintaining your lifestyle
  • your family or income
  • Working with attorneys on estate planning

We also offer a broad range of services to help individuals and business owners accomplish their financial goals.

Our approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

  • Understanding your financial objectives
  • Gathering your current financial information
  • Developing smart, time-tested strategies
  • Implementing thoughtful and creative solutions
  • Providing timely, ongoing service

Let's take the next step together

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

Meet the team

Learn more about the Gregory-Clackson Group

Students in classroom

Resources to help young people learn about money management

To help prepare young people for building a secure financial future and avoid potentially dangerous mistakes, they need easy access to knowledge that's relevant to them. That's why we've collaborated with EVERFI®, an education technology company to provide timely and engaging resources.

Learn more

Complimentary Workbook: Family Inventory Workbook

Please fill out the fields below. After you click “submit” a link to the workbook will be provided here.

*Required fields
Disclosures

This educational material was developed by RBC Wealth Management in connection with EverFi, a digital education platform and resource. RBC Wealth Management is not affiliated with EverFi.

The information contained in the EverFi material has been derived from sources believed to be reliable, but no representation or warranty, express or implied, is made by RBC Wealth Management, its affiliates, or any other person as to its accuracy, completeness, or correctness. All opinions and estimates contained within the presentation constitute the judgment of EverFi, are subject to change without notice and are provided in good faith but without legal responsibility. This material is presented without regard to the individual financial circumstances and objectives of persons who receive it.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials provided by RBC WM should be construed as legal, accounting or tax advice.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

RBC Wealth Management Financial Advisors may only conduct business with residents of states for which they are properly registered. Do not use email to give us time sensitive information, personal identification information or to send account related instructions (such as an order to purchase or sell a security or transfer funds.) Email messages are not secure; therefore, please use caution when sending information via email.

Eric Gregory is currently registered to conduct business with residents of the following states: CA, CO, DE, FL, GA, IL, KS, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WV.

Chris Clackson is currently registered to conduct business with residents of the following states: CA, CO, DE, FL, GA, IL, KS, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WV.

Kelly Sullivan is currently registered to conduct business with residents of the following states: CA, CO, DE, FL, GA, IL, KS, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WV.