2025 Tax Document Schedule

As tax season approaches, we wanted to share the attached 2025 Tax Document Delivery Schedule to help you understand which tax forms you may receive and when to expect them. 

The attached document outlines: 

• Common tax forms associated with retirement and investment accounts 

• When forms are typically issued by each custodian 

• What to expect if accounts transferred between custodians during the year 

Please note that tax documents are prepared and distributed directly by each custodian and will be available either by mail or through the custodian’s online portal. If you are enrolled in electronic delivery with your custodian, you may be able to access your forms earlier. 

If you are enrolled in PFA’s Black Diamond portal, you will receive notifications when tax forms become available and can download them from your PFA Portal Vault by selecting Statements and then Tax Forms. The first batch of tax forms (1099-Rs) was released on January 15th, and additional forms will become available over the coming weeks. 

Additionally, if your account was transferred between custodians in 2025, you may receive tax forms from multiple custodians. 

If you have any questions about which forms apply to your situation or need help locating documents, please don’t hesitate to contact our office — we’re happy to help!