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

Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.

Read more in Global Insight Monthly

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Wishing you a Happy Easter filled with hope, renewal, and memories created while spending time with the people you hold dear.

After 26 years on the air, The Brian Kroneberger Financial Hour is coming to a close. The April 4 episode marked Brian’s final Saturday broadcast. The show’s enduring presence helped Brian become a trusted voice in the Baltimore community, offering guidance through periods of change, market volatility, and uncertainty. We congratulate Brian on an incredible run and thank WBAL for its decades of commitment to the program. To all who listened and helped make the show a long-lasting success: Thank you!

Tune into The Brian Kroneberger Financial Hour at 10 a.m. this Saturday (4/4) to hear an in-depth overview of 529 plans, the benefits they offer, and the options for using leftover money in them once higher education has been completed. Listen on WBAL NewsRadio 1090 and FM 101.5!

We're thrilled to announce that Brian has been named to the 2026 Barron's Top 1,500 Financial Advisors list! This accomplishment recognizes the trust people place in him to create a more secure financial future for themselves and their families in an ever-changing world. Congratulations, Brian!

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

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