Tax Preparation Resources

Tax Preparation Resources


The 2020 Tax Filing Deadline is April 15, 2021.

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, 2021 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

Through our affiliation with Prentice Wealth Management, LLC, Anthony Vaccaro, CFA®, 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

TD Ameritrade/

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

Tax Advantaged Savings Table

This table outlines 2020 contribution limits and deadline dates.

TurboTax Affiliate Discount

If you prefer to prepare your own taxes, TD Ameritrade provides a discounted TurboTax download for affiliate firms and their clients.

Resource Links

The official website of the Internal Revenue Service.

The official website of the New York State Department of Taxation and Finance.

Visit the TaxAct website for free tax tools and calculators.

TD Ameritrade's Tax Resource Center website .