Tax Season Calendar

We all know that April 15th is the big deadline during tax season, but there are several others you should be aware of as well. Review this year's tax calendar and you'll always be aware when a deadline is near. It's just one more way we're helping you stay on top of your finances.

Date	Tax season event
Dec. 31, 2009	Last trade date to recognize a gain or loss Last day to convert/transfer a Traditional or Roth IRA Last day to gift to a 529 plan Last day to make a gift to an individual or charitable donation
Jan. 15, 2010	Fourth Quarter estimated tax payment due
Feb. 1, 2010	IRS Form 1099-R (retirement account distributions) mailed to clients
Feb. 15, 2010	Consolidated 1099 Tax Statement (which may include 1099s INT, DIV, OID, B, MISC and Supplemental Information) mailed to clients
March 1, 2010	Tax filing deadline for farmers/fishermen
March 15, 2010	Tax filing deadline for S and C Corporations
April 15, 2010	First Quarter estimated tax payment due Last day to make a 2009 contribution to a Traditional or Roth IRA Tax filing deadline: Individuals Partnerships Sole Proprietorships
June 1, 2010	IRS Form 5498 mailed to clients
June 16, 2010	Second Quarter estimated tax payment due
Sept. 15, 2010	Third Quarter estimated tax payment due
Oct. 15, 2010	Tax filing deadline for individuals who filed an extension request using IRS Form 4868
Dec. 31, 2010	Last trade date to recognize a gain or loss Last day to take a Required Minimum Distribution (RMD) from a retirement account Last day to convert/transfer a Traditional or Roth IRA Last day to gift to a 529 Plan Last day to make a gift to an individual or charitable donation

Additional questions? Contact your local financial advisor.

Please note that Edward Jones does not provide tax or legal advice. This interpretation of the tax law is a summarization and should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.

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