2025 Tax Dates for Trust members

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.