4th Quarter Tax Tip: It’s Time To Get Organized

4thRound up all receipts and canceled checks, such as those from charities; check your latest brokerage statements for year-to-date gains or losses; make a checklist of accounts to keep track of the 1099s, if any, when they arrive in a few months; and get medical receipts and insurance reimbursement forms in order. If you start organizing your files now, it will be easier to be prepared for tax season. It is much easier to have the originals or to request replacements when you have time.

 

September 15 Tax Deadline Reminder:

download (8)September 15 Tax Deadline Reminder:

  • Final deadline to file corporate tax returns for the year 2015 if an extension was requested. (Forms 1120, 1120A, 1120S).
  • Final deadline to file trust income tax returns (Form 1041) for the year 2015 if an extension was requested.
  • Final deadline to file partnership tax returns (Form 1065) for the year 2015 if an extension was requested.