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2021 tax planning tables - Wells Fargo Advisors

12021 tax plannin tables2021 tax planning tables NOT FDIC Insured NO Bank Guarantee MAY Lose ValueInvestment and Insurance Products:1 2 2021 tax planning tables2021 tax planning tables 2021 important deadlines Last day to .. January 15 Pay fourth-quarter 2020 federal individual estimated income tax January 27 Buy in to close a short-against-the-box position (regular-way settlement) for 2020 April 15 Pay first-quarter 2021 federal individual estimated income tax May 17* File 2020 federal individual income tax return (or make payment with extension) Make 2020 contribution to traditional IRA, Roth IRA, Health Savings Account (HSA), or Education Savings Account (ESA) June 15 Pay second-quarter 2021 federal individual estimated income tax September 15 Pay third-quarter 2021 federal individual estimated income tax October 15 File 2020 federal individual income tax return subject to automatic extensions November 30 Double up to avoid violating the wash sale rule December 31 Sell stock or listed options to realize a gain or loss Take 2021 RMDs from traditional IRAs and most qualified plans if you reached age 72 before 2021 Complete a Roth IRA conversion Complete a 529 plan contribution Sell shares acquired through the 2021 exercise of incentive stock options (ISOs) in disqualifying disposition to limit Alternative Minimum Tax (AMT) exposure Complete gifts for the current c

Bonds must be titled in name(s) of taxpayer(s) only. Owner must be age 24 or older at time of issue. Must be Series EE issued after 1989 or any Series I bonds. Proceeds must be used for qualified postsecondary education expenses of the taxpayer, spouse, or dependent. Student loan interest deduction . Maximum deduction $2,500

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