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

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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May your heart be bursting with love today! Happy Valentine’s Day.

This weekend on The Brian Kroneberger Financial Hour, Brian will discuss AI and the outlook for global bond markets. Hear it all this Saturday (2/14) at 10 a.m. on WBAL NewsRadio 1090 and FM 101.5!

We'd like to congratulate Taylor on being named to Financial Planning's most recent list of the Top 40 Regional Brokers Under 40! Read more about the award at this link: https://www.financial-planning.com/list/financial-plannings-top-40-under-40-regional-brokers-2026

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.

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

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The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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