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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors, Inc. (GFS). Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Agents are associated with Ganim Insurance Consultants, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial, GFS or GIC. Ganim Financial, GFS, GIC, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative listed. For additional information, please contact our Compliance department at 737-443-2582.
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Don’t Let Tax Filing Season Get the Best of You
The April 15 deadline to file your 2018 tax returns will be here before you know it. If you’re like many Americans, hearing the phrase “tax season” can induce stress—and for good reason. Filing your taxes can be confusing, but, with the help of a tax professional, it doesn’t have to be. In addition to contacting a certified tax professional, review the following information.
How to File
Many people elect to file their tax returns electronically. This can be done in a variety of ways, including using tax-preparation software, consulting a tax return professional or using the IRS’ Free File software, if you qualify.
Forms to Include
If you are filing with a paper form, there are certain documents you must be sure to include. Required forms include the following:
- A copy of your W-2 for each of your employers over the last calendar year
- A copy of Form W-2C (a corrected W-2 form), if received from your employer
- A copy of Forms W-2G and 1099-R, if federal income tax was withheld
Next Steps
Remember, tax filing doesn’t have to be stressful. Don’t wait until the last minute to start preparing. For more information on how to file, what forms to include, credits you qualify for or any other filing-related questions, please visit the IRS’ Interactive Tax Assistant tool.