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Tax Resources

Stay on top of taxes all year. This page contains important tax facts, deadlines, and guides to help keep you up-to-date. During tax season we recommend you check this page frequently for updates and changes, as well as the Tax section of our Resource Center.

Key Financial Data 

Use this handy guide to see the 2019 tax rate schedule, standard deductions and personal exemption, retirement plan contribution limits, social security benefits, and more. Discuss your options with your advisor and your tax professional.

Tax document mailing schedules by custodian

*Please make sure you have the final version of your 1099, as custodians might revise them several times. If you are not sure, please reach out to your advisor to confirm.*

2018-2019 Tax Guide for Investors

This helpful guide contains general tax information and tables, as well as important dates and deadlines regarding LPL Financial accounts.

Retirement Contribution Limits

Looking for retirement contribution limits in 2019? Please see this table for a quick reference.