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Tax Forms, Due Dates, Extensions: Making Sense of It All- Season 8: Episode 5

It’s tax season! This means forms, deadlines, maybe extensions, payments, refunds, and for many, a gigantic volume of information. And yes – it all must be done correctly.

When was your W-2 supposed to arrive? How about your 1099 forms? Are you getting any K-1’s, or maybe a 5498 or two? What if a form arrives in your mailbox and you’ve already filed your taxes?

These questions are valid, and there are answers. Get the answers from podcast host Johnny Dean and “Professor” Rick Plum, CFP®, on this week’s episode of Managing Your Financial Future! 

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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