Broker Check


Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

Important tax dates for individuals
Tax Forms

A full set of downloadable forms from the IRS 

Tax Publications 

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate
Tax Efficiency Checklist

There’s a lot to consider when filing your taxes, especially when you have a robust investing portfolio. IntentGen has created
a free resource to illustrate which accounts need immediate attention and which can be deferred.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.