Skip to main content
 

Tax planning

Tax-efficient accounts and investing methods for smarter tax planning

2022 tax year: Important datesFootnote 1 & resources

Jan. 25 - Feb. 28
1099 forms mailedFootnote 2
April 18
Tax-filing deadline
April 18
Retirement contribution deadline
May 12 - June 30
5498 forms mailed
Oct. 16
Filing deadline if you received an extension
Take advantage of this offer for Merrill clients.
Access frequently downloaded forms and publications from the IRS website.
Download your data, including your 1099 summaries, to Quicken®, Microsoft Money, Microsoft Excel® or your computer.
It's easy to have your refund deposited electronically into your IRA or Cash Management Account®.
Routing number: 084301767

Frequently asked questions

Tax-related FAQs

Cost-basis FAQs

Learn & plan

Tax-efficient investing

Always remember your taxes when you make investment decisions.

Retirement & taxes

Build up your investments — and lower your tax bill.

Tax-savvy college savings plans

Discover how 529 college plans may help you save for higher education.

Estate planning & inheritances

Minimize gift and estate taxes, and preserve more assets for loved ones.

Footnote 
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Footnote 1 Dates may vary. Check with your tax advisor or the IRS.

Footnote 2 We produce tax documents at different times, and we post account documents when they're available. If you have more than one account, you may receive additional tax documents. Please make sure you receive all of your tax documents before you complete your tax return.

MAP5370417-12232023
Connect with us:
LinkedIn popup
Twitter popup
YouTube popup
Connect with us:
LinkedIn popup
Twitter popup
YouTube popup
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


Privacy | Security | Advertising practices popupAdvertising Practices popup | 

© 2023 Bank of America Corporation. All rights reserved.

4326521