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Tax Planning

Your 2016 Tax Season Calendar

Tax season doesn’t have to be stressful. Follow our tax season calendar for an easier route to April 18.

Articles by Shindy Chen

By Shindy Chen
Content Manager, Betterment
Published: January 21, 2016 | Updated: March 1, 2018

This season, the tax filing deadline is Monday, April 18, 2016.

Your Betterment tax forms will be available in early February. You can download them from the Activity tab of your account at Betterment.com.

You have until April 18 to contribute to your 2015 traditional or Roth IRA.

Tax season has arrived.

There’s the potentially sweet refund, but first, the annoying part: hunting for and gathering your documents, and actually filing your taxes.

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).

To help you stay on track with filing your tax return from now until tax day April 18, take advantage of our tax calendar:

tax_calendar_larger

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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