2026 Key Financial Dates
Your 2026 Tax Guide: Forms, Deadlines, and Key Financial Dates
Tax season tends to bring the same questions each year:
- What forms should I expect?
- When will they arrive?
- Have contribution limits changed?
- Is there anything I should do before filing?
To help make things easier, we’ve created two simple resources to guide you through the process:
Tax Forms Guide
A breakdown of the most common tax documents you may receive and when they’re typically available.
2026 Tax Data Sheet
A summary of updated retirement contribution limits and other important financial planning numbers for the year ahead.
Important IRA Contribution Reminder
You can still make 2025 IRA contributions until you file your tax return or April 15, 2026, whichever comes first.
Contribution limits remain:
- Under age 50: $7,000
- Age 50 and older: $8,000
If you’re unsure whether you’ve fully funded your IRA or would like help completing a contribution before filing, we’re happy to assist.
Looking Ahead: 2026 Retirement Contribution Updates
The IRS has increased several retirement contribution limits for 2026.
Our 2026 Tax Data Sheet includes a full summary of updates, including:
- Updated 401(k) and employer plan contribution limits
- IRA contribution limits
- Catch-up contribution rules
- Key retirement planning thresholds
Understanding these numbers can help you make more intentional decisions about saving, tax strategy, and long-term planning.
We’re Here to Help
If you need help locating a tax document or accessing your online account, our team is happy to assist.
For tax filing questions, your tax professional will always be the best resource, but we’re here to help ensure you have the information and documents you need so tax season feels organized and manageable.
If you’d like a copy of our Tax Forms Guide or 2026 Tax Data Sheet, simply email us at info@1on1financial.com
