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 2024 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary






(tax year 2024 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary






(tax years 2021 – 2024)
*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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

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In the next edition of The Brian Kroneberger Financial Hour, learn about the important questions to consider with estate planning services as well as the benefits of conducting an estate plan review with your legal advisor. Tune in this Saturday (2/7) at 10 a.m. on WBAL NewsRadio 1090 and FM 101.5! RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see “Legal and Tax Advice” at www.rbcwm.com/legal-tax-advice.

Remember to wear red on February 6 for National Wear Red Day®️ in support of heart health.

Tune into The Brian Kroneberger Financial Hour this Saturday (1/31) at 10 a.m. for an analysis of the first month returns of 2026 as well as the differences between retirement account deferrals. This week's episode will also explore why business owners should consider and revisit existing life insurance coverage on a regular basis. Catch it all on WBAL NewsRadio 1090 and FM 101.5!

This weekend's winter storm won't stop the next episode of The Brian Kroneberger Financial Hour from airing! Tune into WBAL NewsRadio 1090 and FM 101.5 at 10 a.m. this Saturday (1/24) to review the historical patterns that provide insights into the economy's current cycle, interest rates, and what could lie ahead for markets.

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

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