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Facing a financial crunch this tax season?

Even with the best of planning, sometimes surprises occur during tax season. If you are thinking about selling securities to pay a tax obligation, consider a short-term, flexible financing solution with RBC Credit Access Line from the Royal Bank of Canada, instead. Done prudently, it can help keep your investments working toward long-term goals. It may also help you avoid potential taxes and fees associated with selling securities. Contact me today to learn more.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2021

Tax reporting document Approximate availability date
Form 1099-R February 1, 2021
Fair Market Value Statement February 1, 2021
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 16, 2021
REMIC Tax Information Summary March 15, 2021

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 18, 2021
Form 1042-S April 1, 2021
Revised 1099 Tax Information Summary (tax year 2020 - revision 2) On or about April 5, 2021
5498 June 1, 2021
Revised 1099 Tax Information Summary (tax years 2017-2020) Monthly, beginning May 2021

HealthTech: Healing health care’s ailments

With bloated costs and gaps in access to quality services, the traditional health care model is plagued by its own chronic conditions. But at the intersection of health care and technology, we’re seeing the development of a remedy for what ails health care. We look at the change that is afoot and what it means for the investment landscape. Read the full economic outlook in the latest edition of Global Insight.

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