Alert Message Please update your browser.

We don't support this browser version anymore. Using an updated version will help protect your accounts and provide a better experience. 

Update your browser

Please update your browser.

We don't support this browser version anymore. Using an updated version will help protect your accounts and provide a better experience.

Update your browser

Close

We’ve signed you out of your account.

You’ve successfully signed out

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

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 2021 tax return

  • Jan. 31, 2022: 1099-R and 1099-Q forms mailed
  • April 18, 2022: Individual retirement account contribution deadline for 2021
  • April 18, 2022: Federal tax filing deadline
  • October 15, 2022: 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

Here’s how we can work together

Not sure where to begin? Take the product finder quiz.

Work with a J.P. Morgan Advisor

Work with a J.P. Morgan Advisor

Work one-on-one with a dedicated advisor who will help you design an investment strategy for you and your family’s goals.

Trade online for free

Trade online for free

Research and manage your investments with unlimited commission-free online stock, ETF and options trades. No minimum to start.
 

Invest with our robo-advisor

Invest with our robo-advisor

Have your portfolio managed with the expertise and technology of J.P. Morgan, and monitored by our team of specialists to help keep you on track.
 

Start of overlay

End of overlay
Start of overlay

You're now leaving Chase

Chase's website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. Chase isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the Chase name.

End of overlay