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 2025.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2025
Fair Market Value Statement January 31 2025
1099 Tax Information Summary February 18, 2025
Income Summary (FYI Statement) February 28, 2025
REMIC Tax Information Summary March 15, 2025
1042-S April 1, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 1)		 On or about March 15, 2025
Revised 1099 Tax Information Summary
(tax year 2024 - revision 2)		 On or about April 5, 2025
5498 June 1, 2025
Revised 1099 Tax Information Summary
(tax years 2021 – 2024)		 Monthly, beginning May 2025

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Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Robert Hakala is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, KS, MA, ME, MI, MN, MO, MT, NC, NE, NV, OK, OR, TX, UT, VA, WA, WY.

David Bachofner is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, HI, ID, MA, MI, MN, MT, NC, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA.

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