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Tax Planning

Your 2015 Tax Season Calendar

Tax season doesn't have to be stressful—follow along with Betterment's tax season calendar for a smarter route to April 15.

Articles by Betterment Editors

By the Editorial Staff
Betterment Resource Center
Published: December 12, 2014 | Updated: May 10, 2018

Your Betterment tax forms will be available in early February. You can download them at Betterment.com.

You have until April 15 to contribute to your 2014 IRA.

First, there is denial. Then relief, and then possibly a nice refund after it’s all said and done.

We’re talking about tax season, and it has arrived. It’s also a good time to take care of other financial business, like maxing out an IRA or rolling over an old 401(k).

Whether you are collecting receipts in a shoebox—or have everything neatly organized so that you can file the minute your tax forms are ready—here’s a calendar to keep you on track this tax season.

Your 2015 Tax Season Calendar

Key dates to remember

When deciding whether to roll over a retirement account, you should carefully consider your personal situation and preferences. The information on this page is being provided for general informational purposes and is not intended to be an individualized recommendation that you take any particular action.

Factors that you should consider in evaluating a potential rollover include: available investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to roll over, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation.

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