Tax Center

Filing Your 2017 Return

Mailing Dates 2018 (2017 return)

If you are enrolled in electronic delivery, you will receive notification when your documents are available to view. Otherwise, expect the documents 5 days after the mailing dates below.

Confused about what any of these are/not sure what you need?
Check out our Form Guide.

Tax Season Tip - Get Organized 
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

  • 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

Thinking about the 2018 Changes?

Various Strategist Viewpoints on the Reform

Tax Bill Briefing | City National Rochdale
US Tax Reform: 6 Key Takeaways | Capital Group (American Funds)
What 2018 Tax Reform Means for Investors | Capital Group (American Funds) 
Tax Reform and Its Implications for US Stocks | Litman Gregory 
The Tax Man Cometh: What Does Tax Reform Mean? | State Street Global Advisors 

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300 Crown Colony Drive, Quincy MA 02169

Phone: 617-471-6800  |   Fax: 617-471-1177

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