Year end deadlines are important milestones for taxes and financial matters. Here are some important year end deadlines to keep in mind:
| Benefit “Open Enrollment” periods – Workplace | November 1, 2021 – January 31, 2022 |
| Last day to enroll in new health insurance plan on healthcare.gov | January 15, 2022 |
| Tax loss harvesting (more about this in a future blog) | December 31, 2021 |
| Completed gifts (for gift tax purposes) | December 31, 2021 |
| Required Minimum Distributions (including beneficiary and charitable distributions) | December 31, 2021 |
| Gifts to charity | December 31, 2021 |
| 4th Quarterly tax payment | January 15, 2022 |
| Making a 2021 contribution to an IRA or Roth IRA | April 15, 2022 |
As always, if you still have questions, feel free to email me.
Disclosure
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