TAX AND FINANCIAL PLANNING CALENDAR FOR JANUARY 2011
by KNSS | Jan 6, 2011 | Planning, Taxes |
| Month |
Income Taxes |
Saving and Investing |
| January |
- 4th quarter 2010 estimates due 1/18/11
- Expect to receive W-2s and 1099s? by January 31, 2011
- Review your withholding for 2011, and, if necessary, file a new W-4 Form?with your employer to adjust your withholding
- Prepare a W-2 for your Nanny?by January 31st
|
- Establish a savings and debt reduction goals for the year
- Try to increase your monthly contributions to your 401(k) or 403(b) plans. The maximum annual contribution for 2011 is $16,500. Anyone 50 or older can contribute an extra $5,500
- Automatically transfer $416.66?per month from your checking account into a Roth or Traditional IRA, and?$1,083.33 per month into a 529 Account and/or $166.67 per month into an Education Savings Account for each of your children
|
