Happy 2022 tax return time! By now, many of your tax forms are trickling in and you may find yourself wondering if you have everything. We’ve put together a handy checklist of items you may need for filing your 2022 taxes.
We also wanted to remind you of some key dates for this tax season. Pershing sends our 1099’s out in graduated phases-many of the forms are sent out by February 15th but some may arrive earlier or later. The filing deadline for most individuals or those requesting an extension is April 18th, 2023.
Please be in touch if we can assist in any way this tax season!