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Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148

2024 Important Tax Facts for All Taxpayers. Do you know the difference between your marginal and effective income tax rate?

2024 Important Tax Facts for Investors. Is it better for you to pay income or capital gains tax rates?

2024: Important Tax Dates to Remember
• Jan. 1: New IRA, retirement plan, and HSA contribution and income limits go into effect for the 2024 tax year, as listed above.
• Jan. 16: Estimated tax payments due for the fourth quarter of 2023.
• April 15: 2023 individual tax returns due, last day to contribute to IRA and SA for 2023.
• June 17: Estimated tax payments due for the second quarter of 2024.
• Sept. 16: Estimated tax payments due for the third quarter of 2024.
• Oct. 15: Individual tax returns due for taxpayers who received a six-month extension on their 2023 returns.
• Dec. 31: Retirees age 73 and older must take required minimum distributions from traditional IRAs and 401(k)s; those RMDs are based on their balances at the end of 2023. Last date to make contributions to company retirement plans (401(k), 403(b), 457) for the 2024 tax year.

Article referenced, https://www.morningstar.com/personal-...
Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.
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