2025 Tax-Time Resources

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Tax reporting documents for 2025, including Forms 1099, 1099-R, and K-1s, will begin to become available in February, with some 1099-R documents already available for download online through your custodian's website. Availability varies by institution and account type, so it’s important to monitor for these documents before filing your tax return. 

Examples of when you may expect a 1099 or 1099-R from your custodian:

  • You've taken a retirement distribution in 2025.
  • You have a taxable account that has realized capital gains for 2025.
  • You have a taxable account that has accumulated interest & dividend payments. 

Additional Tax-Time Resources:

For additional questions, please contact your United advisor at (516) 222-0021.

 

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