Monday, April 15 is the IRS tax filing deadline this year (except in Maine and Massachusetts, where the deadline is Wednesday, April 17).
Before you file your taxes or schedule an appointment with your CPA, make sure you have all your required tax forms.
Below is a general schedule of release dates for common tax documents.
Documents are typically mailed within five days of online release, and some clients may be able to view them online by logging into their custodian account. If you have investments that issue K-1s, they are normally delayed until the end of March. We highly suggest filing extensions.
Please note, these dates are not guaranteed, and this is not an all-inclusive list of tax documents.
If you have any questions, please call us at 561 409 1110 or email us at hightowerbocaraton@hightoweradvisors.com.
Wishing you many happy returns!
Please note: HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
D3 Wealth Partners is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
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