When more than wealth matters.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
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

2025 / 2026 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2026 because of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2026.

Global Insight Monthly

GI Monthly

A renewed Middle East conflict: How long and how great a disruption?

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.

Read more in Global Insight Monthly

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Tune into The Brian Kroneberger Financial Hour at 10 a.m. this Saturday (3/21) to hear insights on the Middle East conflict related to duration scenarios, energy market disruptions, and equity implications. Also learn about the tuition and costs associated with pursuing a college education with a focus on the schools competing in the 2026 March Madness tournament. Hear it on WBAL NewsRadio 1090 and FM 101.5!

Welcome spring! May this new season produce fresh perspectives and positive momentum.

Our team has a special milestone to celebrate today: Happy 40th Birthday, Taylor!

Dawgs are dancing! Taylor and Maeve watched UMBC win the America East Championship 74-59 over Vermont. The Retrievers are NCAA Tournament bound!

We welcome you to experience The Kroneberger Group difference for yourself.  Contact us today to set up a meeting.

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Latest Insights

Alphabet

Central bank alphabet soup

The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.

Read more