Eagle Wealth Management Group
Explore the categories below to find forms, information, and other tools to help you manage your taxes.
Tax Calendar
First Quarter 2024 Estimated Tax Payment Due & 2023 Individual Tax Returns Due
Most taxpayers have until April 15 to file tax returns. Email or postmark your returns by midnight on this date.
Last Day To Make A 2023 IRA Contribution
If you have not already contributed fully to your retirement account for 2023, April 15 is your last chance to fund a traditional IRA or a Roth IRA.
Individual Tax Return Extension Form Due
If you cannot file your taxes on time, file your request for an extension by April 15 to push your deadline back to October 15, 2024.
*Tax deadlines that fall on weekends or national holidays will be delayed until the following business day. Also, the IRS has the authority to adjust federal tax deadlines on short notice based on its assessment of financial or economic conditions.
**Extended due dates exist for residents of Maine and Massachusetts. Individuals who live in Maine and Massachusetts have until April 17, 2024, to file their 2023 Form 1040 because April 15, 2024, is Patriots’ Day and April 16, 2024, is Emancipation Day.
Second Quarter 2024 Estimated Tax Payment Due
Third Quarter 2024 Estimated Tax Payment Due
Extended Individual Tax Returns Due
If you received an extension, you have until October 15 to file your 2024 tax return.
Tax Forms
*Below you will find some of the Internal Revenue Service’s most frequently requested tax forms. Clicking on one of these links will download a PDF version of the form directly from the Internal Revenue Service website.
Search for a form
Schedule A (1040)
Itemized deductions. If you itemize, you can deduct a part of your medical and dental expenses and un-reimbursed employee business expenses and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses. You can also deduct certain casualty and theft losses.
Schedule D (Form 1040)
Capital gains and losses. Use this form to report the sale or exchange of a capital asset not reported on another form or schedule, gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit, capital gain distributions not reported directly on Form 1040, and non-business bad debts.
W-9
Request for taxpayer identification number and certification. Anyone who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.