TY2025 Tax Season Timeline

See below for the TY2025 Tax Season Timeline for all of the US and MRDP tax forms supported by Taxbit.

In addition, we encourage all clients to complete a dry run of the tax season by November 28, 2025, in order to ensure a smooth tax season.

US Timeline

Date	Form Type(s)	Requirement
Monday, January 26, 2026	Form 1099-NEC, MISC, K, INT, DIV, R, FMV (RMD) Statement	Approve physical mail delivery
Wednesday, January 28, 2026	Form 1099-NEC	Approve forms to be filed by Taxbit
Monday, February 2, 2026	Form 1099-NEC, MISC, K, INT, DIV, R, FMV (RMD) Statement	Recipient Copy Delivery Deadline
Monday, February 2, 2026	Form 1099-NEC	Filing Deadline
Monday, February 9, 2026	Form 1099-B, DA	Approve physical mail delivery
Tuesday, February 17, 2026	Form 1099-B, DA	Recipient Copy Delivery Deadline
Monday, March 9, 2026	Form 1042-S	Approve physical mail delivery
Monday, March 9, 2026	Form 1042-S	Approve forms to be filed by Taxbit
Monday, March 16, 2026	Form 1042-S	Recipient Copy Delivery Deadline
Monday, March 16, 2026	Form 1042-S	Filing Deadline
Thursday, March 26, 2026	Form 1099-MISC, K, INT, DIV, R, B, DA	Approve forms to be filed by Taxbit
Tuesday, March 31, 2026 *30-day extension available	Form 1099-MISC, K, INT, DIV, R, B, DA	Filing Deadline
Monday, May 25, 2026	Form 5498	Approve physical mail delivery
Monday, May 25, 2026	Form 5498	Approve forms to be filed by Taxbit
Monday, June 1, 2026	Form 5498	Filing Deadline

MRDP Timeline

Date	Form Type(s)	Requirement
Monday, January 26, 2026	DAC7 (EU), Canada, UK, and New Zealand	Approve physical mail delivery
Wednesday, January 28, 2026	DAC7 (EU), MRDP Canada, UK, and New Zealand, and SERR (H2)	Approve forms for XML generation
Saturday, January 31, 2026	DAC7 (EU), MRDP Canada, and UK	Recipient Copy Delivery Deadline
Saturday, January 31, 2026	DAC7 (EU), MRDP Canada, and UK, SERR (H2)	Filing Deadline
Sunday, February 7, 2026	MRDP New Zealand	Recipient Copy Delivery Deadline
Sunday, February 7, 2026	MRDP New Zealand	Filing Deadline
Friday, July 24, 2026	SERR (H1-2026)	Approve XML generation
Friday, July 31, 2026	SERR (H1-2026)	Filing Deadline

For more information on IRS Forms 1099, please see the General Instructions for Certain Information Returns. In addition, note that if IRS Form 1099 deadlines fall on a Saturday, Sunday, or legal holiday, the due date is the next business day.

For more information on the TY2025 extension timelines, please refer to this guide: EXTENDED TY2025 Tax Season Timeline