The 2023 Tax Filing Deadline is April 15, 2024.
The IRS urges taxpayers who are owed a refund to file as quickly as possible. For those who can't file by the April 15, 2024 deadline, the IRS reminds individual taxpayers that everyone is eligible to request a six-month extension to file their return. The easiest and fastest way to request a filing extension is to electronically file a Form 4868 through a tax professional, tax software or using the Free File link on IRS.com. Businesses must file Form 7004.
Tax Preparation Services
Anthony Vaccaro, CFA®, CFP®, EA®, CDFA® Enrolled Agent is available to answer your tax related questions and schedule a phone or Zoom consultation. Please contact our office to reserve time with Anthony. View the checklist and pricing on our Tax Preparation Flyer.
Critical Items for Tax Consultations
- Valid state issued photo ID
- A complete copy of the previous year's returns
- All forms W-2, 1099 & 1098
- Property tax receipts
- Detailed income and expense information for small business and rental real estate
- List of charitable contributions including the name of the organization, date and amount donated
- Any additional information pertaining to the current tax year
Tax Form Mailing Dates
Investment related tax documents such as consolidated 1099's will generally not be mailed until late February. If you hold securities (usually mutual funds) that report undistributed capital gains, these gains will be reported on a form 2439 which will not be mailed to clients until mid March. Click here to view the full chart.
Form | Mutual Funds | Pershing | Charles Schwab |
|---|---|---|---|
1099-R | January 31 | January 31 | January 31 |
1099 | February 1- March 15 | February 15 - March 15 | February 15 |
Revised 1099 (if applicable) | Mid/Late March | Mid/Late March | Mid/Late March |
5498 | May 31 | May 31 | May 31 |
2024 Tax Planning Guide
This guide explores some of the ways tax filing may look different in 2024 and how to prepare for your tax filing.
2024 Key Financial Data
Tax Advantaged Savings Table
This table outlines 2023 contribution limits and deadline dates.
Resource Links
