If your Edward Jones branch office is temporarily closed due to the wildfires in California and you need assistance, please call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.
For 2017, April 18 is the big deadline during tax season, but some of the other deadlines worth noting are set forth below. This tax calendar can help you be aware of some of the approaching deadlines. It’s just one more way we’re helping you stay on track with your finances.
||Tax season event|
|Dec. 30, 2016
||Last trade date to recognize a gain or loss
Last day to convert/transfer your Edward Jones traditional or Roth IRA
Last day to take a required minimum distribution (RMD) from your Edward Jones retirement account
|Jan. 17, 2017
||Fourth-quarter estimated tax payment due|
|Jan. 31, 2017
||IRS Form 1099-R (retirement account distributions) mailed to clients|
|Feb. 15, 2017
||Consolidated 1099 Tax Statement (which may include IRS Forms 1099, INT, DIV, OID, B, MISC and Supplemental Information) mailed or e-delivered to clients|
|March 1, 2017
||Federal tax-filing deadline for farmers/fishermen|
|March 15, 2017
Federal tax-filing deadline for S corporations and partnerships
Deadline for partnerships to issue Schedule K-1 to partners
|April 18, 2017
First quarter estimated tax payment due
Last day to make a 2016 contribution to your Edward Jones traditional or Roth IRA
Federal income tax return filing and payment deadline:
|May 31, 2017
||IRS Form 5498 mailed or e-delivered to clients|
|June 15, 2017||Second-quarter estimated tax payment due|
|Sept. 15, 2017||Third-quarter estimated tax payment due|
|Oct. 16, 2017||Federal tax filing deadline for individuals who filed an extension|
For tax questions, consult your tax professional. For investment-related questions, please contact your local financial advisor.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.