Tax Center 2026
Tax Season Tip - Get Organized in 2026!
Hunting for receipts and tax-related documents in desk corners, bags and pockets is not the best way to start your tax preparation. Here are some ideas for getting organized to make this tax season a little less taxing.
-
Switch to electronic statements (email us for help!)
-
Scan important documents and receipts
-
Organize documents into clear categories
-
Backup important files to an external flash drive, hard drive or encrypted location in the cloud
-
Find recent tax returns to see how you filed last year, and identify potential changes for this year
-
If your forms are being mailed rather than delivered digitally, please allow up to 10 days from the mailing date for them to arrive.
Useful Deadlines 2026
(2025 tax year)
Mailing Schedule
Deadlines
Your Individual Return/Extension
Midnight April 15th
-
Request Extensions: by April 15th to push individual return deadline to October 15th
Contributions
April 15th
-
IRA/Roth IRA/Keogh/SEP IRA
-
If Extension Requested for Keogh/SEP: Contribution extension to October 15th
Student Financial Aid (FAFSA)
-
FAFSA Available: Complete any time after October 1st every year, with estimated taxinformation (note, best to do ASAP!)
-
Use tax info from prior year. Example, if going to school next fall you fill out Oct 2026with 2025 tax info.
Required Minimum Distributions
-
We will have already helped you satisfy your 2025 RMD if necessary.
-
We calculate this year's RMD from your balance as of Dec 31st 2025 and work to make sure you meet this requirement by the end of the year.
-
As a note, you have until April 15th the year FOLLOWING the year you turn 73 to take your RMD. However, we usually suggest not waiting until then. If you are turning 73 this year, make an appointment with us to discuss the best strategy for you!
Important Note on Roth IRA Conversions
Beginning with the 2018 tax year, the Tax Cuts and Jobs Act eliminated the ability to recharacterize (undo) Roth IRA conversions. Once you convert a traditional IRA to a Roth IRA, the conversion is permanent and cannot be reversed.
Questions? Problems?
Call Us: 617-471-6800
or Email at info@bluehillswm.com
Plan Confidently. Live Comfortably.
We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.
P: 617-471-6800
36 Cordage Park Circle
Suite 328
Plymouth, MA 02360
MENU
SOCIALS
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.
This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CT, FL, GA, HI, IL, MA, MD, ME, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Click here for Brokercheck, Click here for Cambridge's Form CRS. Click here for AmeriFlex Form CRS
Copyright © 2025 Blue Hills Wealth Management. All rights reserved.