Comments on: 17 Tips for End of Year Tax Planning

By: Emily

Emily — Wed, 07 Dec 2011 15:40:07 +0000

That’s a pretty thorough list, thanks for sharing.

By: Weekend Update for December 21, 2008-Let's Blog Money | Let's Blog Money

Thu, 24 Feb 2011 02:42:49 +0000

[...] A "Fully Funded" Emergency Fund Mean To You? by paidtwice @ I've Paid For This Twice Already… 17 Tips for End of Year Tax Planning by Madison DuPaix @ My Dollar Plan Some People Don't Get It by ffb @ Free From Broke A Black Market [...]

By: FernCFP

FernCFP — Wed, 06 Jan 2010 23:50:51 +0000

Good list to start from and helps organize all the tax stuff. Also good time to review your 401k asset allocation and 401k contributions. (At least once a year)

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Mon, 28 Dec 2009 12:49:00 +0000

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2009 End of the Year Financial Progress Review — Mon, 21 Dec 2009 13:48:14 +0000

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By: Friday Finance Findings for December 11th : Generation X Finance

Friday Finance Findings for December 11th : Generation X Finance — Fri, 11 Dec 2009 13:04:51 +0000

[...] 17 Tips for End of Year Tax Planning – It’s that time of year again. You should begin thinking about some year-end tax planning. Sure, April 15th is still many months away, but things you do before the end of the year could minimize your tax burden. [...]

By: Mrs. Money

Mrs. Money — Tue, 08 Dec 2009 18:55:22 +0000

I think it is an awesome time to get started on 2009 taxes. I always wait too long and then scramble in April!

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Mon, 29 Dec 2008 18:26:59 +0000

[...] From Broke Year End Tax Moves @ Cash Money Life Year-End Tax Tips: 2008 @ Million Dollar Journey 17 Tips for End of Year Tax Planning @ My Dollar Plan Year End Income Tax Guide (Part 1) @ Tough Money [...]

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44th Money Hacks Carnival - The Merry Christmas Edition | Where You Are Now — Wed, 24 Dec 2008 14:14:19 +0000

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Year End Tax Moves | Cash Money Life — Mon, 22 Dec 2008 10:55:06 +0000

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By: Galen Ramsden

Galen Ramsden — Mon, 22 Dec 2008 03:05:45 +0000

Nice article. Although I am not sure I want to take my losses and I think I already gave all of my money to my financial advisor.

By: Favorite posts of the week « Save Money, Make Money

Favorite posts of the week « Save Money, Make Money — Sat, 20 Dec 2008 06:35:01 +0000

[...] 17 Tips for End of the Year Tax Planning at mydollarplan.com [...]

By: Eric J. Nisall

Eric J. Nisall — Fri, 19 Dec 2008 15:47:50 +0000

This is a nice comprehensive list. I would also recommend to pay any college tuition for the upcoming semester by the end of the month, and to take care of any medical issues by the end of the month if it will help bump your total expenses over the 7.5% of AGI floor for deduction purposes. I especially agree with getting all of the documents organized. Organization is a big key in making sure that everything is covered and enables you to be an early filer.

@gt:
The IRA contributions can be claimed up until the ordinary deadline for the current filing year, which this year is April 15th (filing an extension does not extend the ability to contribute to an IRA). Sometimes the deadline gets pushed back depending on what day the 15th falls, as it did in 2007, when April 15th was a Sunday, but April 16th was a federal holiday so the filing deadline became the 17th of April. Regarding the 529 plans, a Coverdell ESA plan shares the same deadline as the IRA but any other 529 plans have their own rules in place (I believe) for many features.

By: Friday Finance Findings for December 19th : Generation X Finance

Friday Finance Findings for December 19th : Generation X Finance — Fri, 19 Dec 2008 15:27:48 +0000

[...] 17 Tips for End of Year Tax Planning -Yes, the clock is ticking down for the 2008 tax year, and time is running out if you want to take advantage of any remaining deductions. My Dollar Plan has 17 great tips to help you make the most of your tax situation this year. [...]

By: gt

gt — Thu, 18 Dec 2008 21:02:10 +0000

thanks. this kind of helps. something more helpful would be what is due when. some stuff can be done up until 4/15, like ira contributions. but it looks like 529 contributions need to be done by year end? wish there was a list specifying this..