| Document/Action | Date |
|---|---|
| RMD Calculation/Communication | On or before January 31, 2025 |
| 1099Rs and 1099 NECs Mailing | By January 31, 2025 |
| Consolidated 1099s Production | Begins Early February, 2025 |
| IRA Contribution Deadline (Prior Year) | Tuesday, April 15, 2025 |
| Tax Return Due Date | Tuesday, April 15, 2025 |
| Form 5498 Production | May 2025 This document is not required to file a 1040 and is not produced until after the April 15 deadline. |