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

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

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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.

In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

In the next installment of The Brian Kroneberger Financial Hour, hear about the current state of different asset classes, the economy, and timely issues that impact investment strategy. Listen to this commentary and more on WBAL NewsRadio 1090 and FM 101.5 at 10 a.m. this Saturday (1/17)!

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

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Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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