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Tax season is just around the corner


Posted on Friday, February 17, 2017 in Blog

Tax filing deadline: April 18

Are your taxes in order? It may seem like you have all the time in the world to file your taxes, but April 18 can sneak up on you quickly if you don’t have a plan for tax preparation.

Deadline: April 15; October 16 with a filing extension

What should you do?

  1. Gather all of your personal information, including Social Security number and date of birth for you and anyone else you include in your filing (i.e. your spouse and any dependents)
  2. Gather all of your significant tax documents into one place, including your W-2, any applicable 1099 forms and records of taxes you’ve paid (state/local income tax, real estate taxes, personal property taxes, etc.)
  3. Meet with your financial advisor to do a complete overview of your tax situation, assess how much you can expect to pay or be refunded in this year’s taxes and maximize your tax savings

Thinking about filing your tax online this year? Click here to learn more about TurboTax® or get started today!

This article was written by Advicent Solutions, an entity unrelated to First National Bank. The information contained in this article is not intended to be tax, investment, or legal advice, and it may not be relied on for the purpose of avoiding any tax penalties. First National Bank, First Point Wealth Management does not provide tax or legal advice. You are encouraged to consult with your tax advisor or attorney regarding specific tax issues. © 2014-2016 Advicent Solutions. All rights reserved.

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