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Your Tax Planning Center

Your Tax Planning Center

Important tax forms, information and resources to help simplify tax season

Preparing for your taxes

We provide you with tax forms, statements and important information to help you prepare for tax season, including when you can expect to receive your required documents for your J.P. Morgan Wealth Management investment accounts and Chase deposit and mortgage accounts. If you’re an existing customer, certain tax forms are available on the "Tax Documents" page. Sign in to access your forms.

Important dates for your 2020 tax return

  • Jan. 31, 2021: 1099 forms mailed
  • April 15, 2021: Individual retirement account contribution deadline for 2020
  • April 15, 2021: Federal tax filing deadline
  • July 15, 2021: Filing deadline if you received an extension

Additional dates can be found in Investment FormsDeposit Forms and Mortgage Forms.

These tax filing deadlines could change. Please go to the IRS website for the latest federal tax return updates, and consult your own tax advisor with any questions about state or local tax returns.

Investing with tax-advantaged accounts

Tax-advantaged accounts available through J.P. Morgan Wealth Management, like individual retirement accounts (IRAs) and 529 college savings plans, can help you invest for your future with different tax benefits.

  • Make the most of your tax-advantaged retirement accounts.
    Learn more
  • Know your retirement contribution limits.
    Learn more
  • Keep the following considerations in mind when choosing a 529 plan.
    Learn more

Getting the most out of your refund

Expecting a refund this year? That's great. From paying down debt to investing for a goal, there are a number of smart moves you can make with this money.

  • Here are six ideas for this year's refund.
    Learn more
  • Use the savings to investing checklist to see which moves are right for you.
    Learn more
  • Ready to invest? Here's how to get started.
    Learn more

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