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Tax Resources

It's here - tax season. But don't fret. This page contains important tax facts, deadlines, and guides to help get you to the finish line by April 15. We recommend you check this page frequently for updates and changes, as well as the Tax section of our Resource Center.

Key Financial Data 2018 and 2019

Use this handy guide to see the 2018 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.

Need to see the Key Financial Data for 2019? Find information for 2019 here.

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.