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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)

• 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

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