Resource Center
Tools, calculators, and guides designed to support every stage of your financial journey.
Explore resources that give you clarity and confidence between appointments.
Longevity Risk & Outliving Assets
Taxation Guide To Withdrawals And Income Source 2025
Common Charitable Giving Vehicles 2025
Common Long Term Care (LTC) Products
As Someone Who Is Working What Issues Should I Consider When Reviewing My 2024 Tax Return 2025
As A Retiree What Issues Should I Consider When Reviewing My 2024 Tax Return 2025
What Issues Should I Consider When Using A Reverse Mortgage 2025
What Issues Should I Consider Before The End Of The Year 2025
What Documents Do I Need To Collect For Filing My 2024 Tax Return 2025
What Issues Should I Consider If I Experience A Sudden Wealth Event 2025
What Important Issues Should I Consider Regarding Changes Made By The Secure Act 2.0 2025
Does An Annuity Fit Within My Financial Plan 2025
What Issues Should I Consider For My Child With Special Needs 2025
Common Pension Plans For Small Business Owners 2025
What Issues Should I Consider If My Spouse Passed Away 2025
Issues To Consider In Client Annual Review Meeting 2025
What Issues Should I Consider To Fund My Child’s College Education 2025
What Issues Do I Need To Consider As My Child Becomes Independent 2025
What Issues Should I Consider During A Recession Or Market Correction 2025
What Issues Should I Consider For My Aging Parents 2025
What Issues Should I Consider Before I Update My Estate Plan 2025
What Issues Should I Consider If I Get A Promotion Or Raise At Work 2025
What Issues Should I Consider When Having Or Adopting A Child 2025
What Issues Should I Consider If My Parent Passed Away 2025
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness 2025
What Issues Should I Consider When Paying Off My Student Loans 2025
What Issues Should I Consider Before Closing The Estate 2025
What Issues Should I Consider When Purchasing Long Term Care Insurance 2025
What Accounts Should I Consider If I Want To Save More 2025
Common Retirement Plans For Small Business Owners 2025
What Issues Should I Consider Before I Retire 2025
What Issues Should I Consider When Establishing My Charitable Giving Strategy 2025
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund 2025
What Issues Should I Consider When Reviewing My RMD 2025
What Issues Should I Consider When Reviewing My Investments 2025
What Issues Should I Consider With My Social Security Retirement Benefits 2025
What Issues Should I Consider When Inheriting A Traditional Or Roth IRA 2025
Common Life Insurance Policies
What Issues Should I Consider When Doing A Section 1035 Exchange
What Issues Should I Consider With The Income From My Taxable Non Qualified Accounts 2025
What Issues Should I Consider When Reviewing My Beneficiaries
What Issues Should I Consider If I Lose My Job
What Issues Should I Consider When Starting A New Job
What Issues Should I Consider With My Employer Provided Benefits
What Issues Should I Consider When Funding An Unexpected Expense
What Issues Should I Consider During My Divorce
What Issues Should I Consider Regarding My Incentive Stock Options
What Issues Should I Consider When Buying A Home
What Documents Do I Need To Keep On File
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud
Issues To Consider As A New Client
What Issues Should I Consider Regarding My Non Qualified Stock Options
What Issues Should I Consider Regarding My Restricted Stock Units
What Issues Should I Consider As A Business Owner Or 1099 Worker
What Issues Should I Consider When Purchasing Disability Insurance
What Issues Should I Consider When Reviewing My Estate Planning Documents
What Issues Should I Consider When Planning For The Sale Disposition Or Succession Of My Business
What Issues Should I Consider When Creating My Estate Plan
What Issues Should I Consider When Owning A Rental Property
What Issues Should I Consider When Reviewing My Existing Life Insurance Policy
What Issues Should I Consider When Reviewing My Existing Annuity
What Issues Should I Consider When Selling My Home
What Issues Should I Consider When Starting Out Financially
What Issues Should I Consider When Moving Out Of State
What Issues Should I Consider When Purchasing A Life Insurance Policy
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies
What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies
What Issues Should I Consider When Reviewing Cash Flow
What Issues Should I Consider When Getting Married
What Issues Should I Consider When Starting A Business
What Issues Should I Consider When Harvesting Capital Losses
What Issues Should I Consider When Dealing With High Inflation
Withdrawals for Retirement Expenses
Student Loan Income Driven Repayment IDR Plan Eligibility 2025
Qualified Charitable Distribution QCD Rules
Am I Impacted By The Social Security Fairness Act
Can I Make A Mega Backdoor Roth Contribution 2025
Can I Make A Backdoor Roth IRA Contribution 2025
Should I Establish A SEP IRA Or A SIMPLE IRA Plan For My Small Business 2025
Is The Distribution From My 529 Plan Subject To Federal Income Tax 2025
Will I Avoid Medicare Enrollment Penalties 2025
Should I Set Up A Traditional 401k For My Business 2025
Can I Contribute To My Roth IRA 2025
Will I Have To Pay Tax On The Sale Of My Investment 2025
Can I Make A Deductible Contribution To My HSA 2025
Will My Social Security Benefits Be Reduced 2025
Do I Qualify For Social Security Disability Benefits 2025
Should I Contribute To My Roth IRA Vs. My Traditional IRA 2025
What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions 2025
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules 2025
Will The Distribution From My HSA Be Tax And Penalty Free 2025
Should I Contribute To My Roth 401k 2025
Am I Eligible For Social Security Benefits If I Have Been Divorced 2025
Am I Eligible For A Qualified Business Income QBI Deduction 2025
Can I Do A Qualified Charitable Distribution From My IRA 2025
Will I Avoid IRMAA Surcharges On Medicare Part B and Part D 2025
How Must I Take Distributions From The Roth IRA I Inherited 2025
How Must I Take Distributions From The Traditional IRA I Inherited
How Must I Take Distributions From My Twice Inherited Traditional IRA
Can I Do A Section 1031 Exchange With My Rental Property
Can I Make A 529 To Roth Transfer
Should I Use A Donor Advised Fund DAF When Giving To Public Charities
Should I Inherit My Deceased Spouse’s Traditional IRA
Can I Avoid Taking My RMD After Reaching My Required Beginning Date RBD
Will A Distribution From My Traditional IRA Be Penalty Free
Will A Distribution From My Roth IRA Be Tax & Penalty Free
Should I Consider Refinancing My Mortgage
Do I Need To Start Making Estimated Federal Income Tax Payments
Will I Have To Pay Tax On My Qualified ESPP
Will I Receive A Step Up In Basis For This Gifted Property 2025
Will My Roth IRA Conversion Be Penalty Free
Will I Receive A Step Up In Basis For The Appreciated Property I Inherited
Am I Eligible For Social Security Benefits As A Surviving Spouse 2025
Am I Eligible For Social Security Benefits As A Spouse
Should I Consider Doing A Roth Conversion
Should I Roll Over My Dormant Traditional 401k
Can I Do A Net Unrealized Appreciation NUA Distribution
Should I Take My Pension As A Lump Sum
If I Retire Early Should I Buy Health Insurance Through The Health Insurance Marketplace
Should I Lease Or Buy My Next Automobile
Should I Change My Medicare Coverage During Open Enrollment
Will I Be Enrolled Automatically In Medicare
Will Healthcare Change As I Transition Into Retirement
Is My Rental Property Tax Deductible
Check the status of your refund. Find the proper forms for your tax preparation.
Choose your State to check on your Refund
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Choose your State to find a Form or Publication
- Alabama (AL)
- Alaska (AK)
- Arizona (AZ)
- Arkansas (AR)
- California (CA)
- Colorado (CO)
- Connecticut (CT)
- Delaware (DE)
- District of Columbia (DC)
- Florida (FL)
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- Wyoming (WY)
Important Tax Dates for 2025
IRS official tax dates you need to stay on top of your taxes.
FILING DATES
2025 E-filing Dates
The 2024 tax year main deadline for filing federal income tax returns is April 15, 2025
January 31, 2025: Deadline for filing most 1099 forms. This includes the 1099-NEC (Nonemployee Compensation)
February 28, 2025: Deadline for 1099 Paper Forms
Individual Filers and Self-Employed Filers: April 15, 2025
S Corp: March 15, 2025
C Corp: April 15, 2025
Single-Member LLCs: April 15, 2025
Multi-Member LLCs: March 15, 2025
2024 / 2025 Estimated Tax Payment Dates
Jan. 16, 2025 - Make last 2024 estimated tax payment
April 15, 2025 - First 2025 estimated tax payment due
June 17, 2025 - Second 2025 estimated tax payment due
September 16, 2025 - Third 2025 estimated tax payment due
Tax Document Dates
January 31st, 2025 - Deadline for employers to file Form W-2s with the IRS, unless filed electronically for 2024 forms
January 31st, 2025 - Deadline for reporting payments to contract workers on Form 1099-MISC for 2024
State Refund Delivery Timetables
State | Refund Timetable |
---|---|
Alabama | Refunds are processed starting March 1 every year. |
Alaska | No state income tax. |
Arizona | Begins processing e-filed tax returns in mid-February. |
Arkansas | Anti-theft measures may result in tax refunds not being issued as quickly as in past years. |
California | E-Filed returns will take up to 3 weeks. Some tax returns need extra review for accuracy, so extra processing time may be necessary. |
Colorado | Fraud detection and verification could delay individual income tax refunds up to 60 days beyond the time frames of prior years. |
Connecticut | No specific timeline provided for delivery of tax refunds. |
Delaware | Expect 4–6 weeks from filing for your refund to be delivered. |
Florida | No state income tax. |
Georgia | Most error-free e-Filed returns are processed within 5 business days of receiving the return. Most refunds are issued within 21 days from the filed date. |
Hawaii | It will likely take 9–10 weeks after you e-file your tax return. |
Idaho | e-Filers can expect refunds about 7 to 8 weeks after receiving an acknowledgment that the state has the return. |
Illinois | No specific timeline provided for delivery of tax refunds. |
Indiana | Allow 2–3 weeks of processing time for your tax refund. |
Iowa | The anticipated time frame for refund processing is 30–45 days. |
Kansas | No specific timeline provided for delivery of tax refunds. |
Kentucky | Allow 2–3 weeks of processing time for a directly deposited tax refund. Processing of all refunds may be delayed. |
Louisiana | The expected refund processing time for returns filed electronically is up to 45 days. |
Maine | No specific timeline provided for delivery of tax refunds. |
Maryland | No specific timeline provided for delivery of tax refunds. |
Massachusetts | E-filed returns take up to 6 weeks to process. |
Michigan | No specific timeline provided for delivery of tax refunds. |
Minnesota | Every return received is different, so processing time will vary. |
Mississippi | E-filers should allow 10 business days before calling about a refund. Returns filed early are usually processed more quickly than ones filed closer to the due date. |
Missouri | No specific timeline provided for delivery of tax refunds. |
Montana | May take up to 90 days to issue your refund. |
Nebraska | Please allow a minimum of 30 days to receive your refund if you e-file an error-free return. |
Nevada | No state income tax. |
New Jersey | Use the Online Refund Status Service if you e-filed your return at least four weeks ago. |
New Mexico | E-filed returns claiming a refund are generally processed within 6 to 8 weeks. |
New York | No specific timeline provided for delivery of tax refunds. |
North Carolina | Some refunds may take longer than normal, which is 6 weeks for electronically filed returns. |
North Dakota | Refunds may take longer than in the past. No specific timeline provided for delivery of tax refunds. |
Ohio | No specific timeline provided for delivery of tax refunds. |
Oklahoma | If your return was filed electronically, please allow 6 weeks to receive your refund. |
Oregon | Four weeks after the return is filed, the Oregon automated telephone answering system can provide information about the current year income tax refund. |
Pennsylvania | No specific timeline provided for delivery of tax refunds. |
Rhode Island | No specific timeline provided for delivery of tax refunds. |
South Carolina | Most refunds are issued 6-8 weeks after you file your return. |
South Dakota | No state income tax. |
Texas | No state income tax. |
Utah | Wait 30 days if filed electronically. |
Vermont | E-Filed returns have an expected timeframe of 6–8 weeks. |
Virginia | E-Filed returns should get refunds in up to 4 weeks. |
Washington | No state income tax. |
West Virginia | Expect significant delay of your tax refund. Call concerning your refund if it has been more than 10 weeks since your refund was filed. |
Wisconsin | If filed electronically, most refunds are issued in less than 12 weeks. |
Wyoming | No state income tax. |
2024 Holiday Schedule
Date | Holiday |
---|---|
Monday, January 1st, 2025 | New Year's Day (observed) |
Monday, January 15th | Birthday of Martin Luther King, Jr. |
Monday, February 19th | Washington’s Birthday |
Monday, May 27th | Memorial Day |
Wednesday, June 19th | Juneteenth National Independence Day |
Thursday, July 4th | Independence Day |
Monday, September 2nd | Labor Day |
Monday, October 14th | Columbus Day |
Monday, November 11th | Veterans Day |
Thursday, November 28th | Thanksgiving Day |
Wednesday, December 25th | Christmas Day |
Tax Calculators - Provided by CalcXML
Taxes
What is my potential estate tax liability?
Should I adjust my payroll withholdings?
Will my investment interest be deductible?
How much self-employment tax will I pay?
Capital gains (losses) tax estimator
Compare taxable, tax-deferred, and tax-free investment growth
How much of my social security benefit may be taxed?
What are the tax implications of paying interest?
Should I itemize or take the standard deduction?
Automobile
College
Home & Mortgage
Should I refinance my home mortgage (break even)?
Comparing mortgage terms (i.e. 15, 20, 30 year)
Should I pay discount points for A lower interest rate?
Should I convert to a bi-weekly payment schedule?
Compare a ‘no-cost’ versus traditional mortgage
What are the tax savings generated by my mortgage?
Which is better: fixed or adjustable-rate mortgage?
Adjustable rate mortgage calculator
Paycheck & Benefits
How much is my company bonus after taxes?
How will payroll adjustments affect my take-home pay?
Convert my salary to an equivalent hourly wage
Convert my hourly wage to an equivalent salary
Future value of my employee stock options?
Exercise my “in-the-money” stock options?
Impact of increasing my 401(k) contribution?
Retirement
Will retirement impact my living expenses?
How much will I need for retirement?
Are my current retirement savings sufficient?
Social Security retirement income estimator
How does inflation impact my retirement income needs?
I’m retired, how long will my savings last?
When should I begin saving for retirement?
Convert discretionary expenses to savings?
Cash Flow
Credit
Insurance
How much life insurance do I need?
What are my needs for burial and final expenses?
How much disability income insurance do I need?
What are the chances of becoming disabled?
What are my long-term care insurance needs?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
What is the future value of an annuity?
Which is better, comprehensive plan or high-deductible plan with HSA?
Qualified Plans
Evaluate my company pension payout options
How much can I contribute to an IRA?
Retirement income from my IRA provider?
Qualified plan is worth what retirement?
Current year required minimum distribution?
Projected required minimum distributions?
Lump sum distribution options?
Maximize my employer 401(k) match?
Impact of borrowing from my 401(k) plan?
Impact of early withdrawal from my 401(k)?
I’m self-employed, how much can I contribute to a retirement plan?