Tax season is upon us, and Retirement Plan Advisors (RPA) are ready with their comprehensive 2026 Tax Guide.
The 2026 Tax Guide
This helpful resource outlines key deductions (standard, health, education, charity), retirement plan contribution limits, Social Security considerations, and more. Let this guide be your trusted companion on your tax preparation journey. With its detailed insights and user-friendly format, you’ll feel confident taking on your taxes.
Key Tax Dates
It’s crucial to file your taxes promptly to avoid penalties. Compliance with these deadlines is essential to avoid negative consequences and ensure compliance with tax regulations.
For calendar year filers, returns and payments are due on the following dates of the current year:
- April 15th
- Tax Day tax filing deadline: The deadline to file or e-file your individual federal income tax return.
- Deadline for most state tax returns, though there are some exceptions for certain states.
- Deadline to request a tax extension by filing Form 4868 and to pay any taxes due from tax year 2025 (even if you are requesting an extension).
- Deadline to make HSA and IRA contributions for the tax year 2025.
- Estimated tax payments are due for the first quarter of 2026.
- June 15th: Second quarter estimated tax payments due for 2026.
- September 15th: Third quarter estimated tax payments due for 2026.
- October 15th: Extended deadline to file your 2025 income tax return if you requested a tax extension.
- December 31: Due date to take the 2026 required minimum distribution from your retirement plan for those 73 and older.
- January 15, 2027: Fourth quarter estimated tax payments due for 2026.
Get Your Guide
Download and use it as your main guide for filing taxes this year.
Disclosure: This guide is a general educational summary based on information available as of 01/01/2026. It is not tax, legal, accounting, or investment advice. Laws and IRS guidance can change and may affect the accuracy of this information. Consult your own professional advisors before acting on anything in this guide.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.
Contact
If you have any questions or comments about the 2026 Tax Guide or the Retirement Plan Advisors, please contact Matt Martin, CFP®, AIF®, Regional Director:
Phone: (248) 767-3828
Email: [email protected]
Read previous Retirement Plan Advisors posts on POAM’s website.