Last day to receive any basis step-up on the original gain: After this date, the 10% step-up in basis after a 5-year hold goes away, as it is no longer possible to achieve a 5-year hold prior to the end of 2026.

Last day to contribute to charity for a tax deduction

Last day for 401(k) contributions and most other salary-deferral retirement plans

Last day to claim a 529 plan deduction in 28 states plus D.C.

General enrollment for Medicare Part B (if you missed your initial enrollment period) takes place from January 1 through March 31.

Time to schedule your tax appointment. Ideally, book your appointment after March 1st to ensure you have all your 1099s.

Q4 estimates for prior year​

Please note that you will be taxed on income from 2 RMD distributions for the current year if you delay your first distribution until April 1st.

Individual tax return and tax extension forms due for current year.

Last day to make IRA, SRP IRA, and Keogh contributions for prior year.

SEP IRA and Keogh contributions can be made on the extended due date if an extension for filing returns is made.​

RMDs must be completed by December 31, 2022

Open enrollment for Medicare Advantage and Part D plans

Open enrollment runs from November 1 through December 15