Tax and Financial Planning Calendar for August 2019

Month Income Taxes Saving and Investing
AUGUST
  • Returns on extension are no longer due 8/15.  For 2018, you have until 10/15 to file returns that have been put on extension.
  • Work through a Tax Projection to avoid any surprises next winter, especially with the new tax changes that took effect 1/1/18.
  • If your income will be too high for 2019 to contribute to a Roth IRA this year, consider making a non-deductible contribution to an IRA to convert to a Roth before December 31st.
Posted in 2019 August Newsletter

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