Tax Time Lines … Important Dates … 2026 Super Tax Sheet …

J.K. Financial, Inc. Tax Stuff

As we near the end of the month, we want to remind everyone of the expected forms receipt time – note expected, many times these forms can be late….

For the record we have a set of 1099 R already – think IRA and the like distributions….

Here is the scheduled goal ETA –

Tax form production schedule displaying availability dates for online access, mailing begins, advisor files, and tax software export for three production runs.

From Bloomberg Tax Calendars – KEY DATES !

List of important federal tax dates for 2026 including due dates for various tax forms.

2026 Super Tax Sheet

A detailed table of key financial data for 2026, including tax rate schedules for single, married, and head of household filers, standard deductions, tax credits, education credits, and deadlines for filing and estimated taxes.

A detailed informational table outlining retirement plan contribution limits, Social Security benefits, Medicare premiums, health savings account details, and long-term care insurance deductibility for various age groups and income brackets.

Have a Great “Tax Dates” Day!

John A. Kvale CFA, CFP

AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

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Logo of JK Financial Inc. featuring the text '$TREET - $CENTS' and the initials 'JK' in a stylized design.

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