Greetings from Omaha, NE,
Tax season is upon us, and we want to help you navigate it as smoothly as possible. Below you’ll find the key updates on tax forms, deadlines, and what to expect in the coming weeks. We’ve also included a few articles at the end covering everything from 401(k) rule changes to the value of a college degree—worth a look if you have a few minutes.
Important Tax Updates
- Schwab 1099 Forms: If your Schwab account generated taxable income in 2025, you can track when your 1099 Composite form will be available by visiting the Schwab 1099 Dashboard. This personalized tool shows estimated release dates for each of your accounts—no need to wait or wonder.
- Roth IRA Conversions: If you completed a Roth conversion in 2026 for the 2025 tax year, the related 1099-R form won’t be issued until next year. However, your CPA can still file your return without it using the appropriate reporting forms. Let us know if you or your accountant need clarification.
- Individual 401(k) Contributions: Custodians report contributions based on when funds are deposited, not when they were earned. If you make 2026 contributions intended for 2025, your CPA will need to track and report them correctly. We’re monitoring this and can assist with any questions.
- Alternative Investment Tax Forms: Most alternative investments generate a 1099 or K-1 tax form. If you hold one or more, we will email you a personalized overview in the next two weeks with details on which funds have tax forms, when they’ll be available, and how they’ll be distributed.
- Energy Investments & K-1s: If you’ve invested in energy-related funds in recent years, your K-1 may offer significant tax benefits. Be sure your CPA receives this form before filing. If needed, we’re happy to coordinate directly with them.
If you have any questions, we’re here to help.
Wishing you a smooth and stress-free tax season!
Matt Lessman
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