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Your Tax Planning Center

Your Tax Planning Center

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We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

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 forms for your J.P. Morgan investment accounts and your Chase deposit and mortgage accounts. If you’re an existing Chase customer, certain tax forms are available on the "Tax Documents" page. Sign in to access your forms.

  • Here are some tax considerations to keep in mind year-round.
    Learn more
  • Consider capital gains distributions and how they could impact your taxes.
    Learn more

Important dates for your 2019 tax return

Jan. 29 - Feb. 18, 2020: 1099 forms mailed

April 15, 2020: Tax filing deadline

April 15, 2020: Retirement contribution deadline for 2019

Oct. 15, 2020: Filing deadline if you received an extension

Additional dates can be found in Investment Forms, Deposit Forms and Mortgage Forms.

Investing with tax-advantaged accounts

Tax-advantaged accounts available through J.P. Morgan, 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 for 2020.
    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

Invest your way with J.P. Morgan

Online investing with You InvestSM

You Invest by J.P. Morgan is a smart, low-cost way to invest online. You have opportunities to create and manage portfolios on your own or have J.P. Morgan-designed portfolios managed for you.

J.P. Morgan Advisor

Want the help of a dedicated advisor to develop a personalized strategy? Your J.P. Morgan advisor gets to know you, your family, and your goals, to help you design an investment strategy.