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Mid-Year Financial Tweaks and Tasks

Money Talk

Below are ten mid-year financial tweaks and tasks: Tax-Deferred Savings Tweak - Perhaps you will get a raise on July 1. Consider completing the paperwork needed to save more money from July to December in your employer’s tax-deferred retirement savings plan. The 2023 maximum pre-tax contribution is $3,050.

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2020 Tax Returns, 2019 HSA Contributions Due July 15 | BerniePortal

BerniePortal

With many companies and organizations scrambling to keep their operations afloat during the pandemic, the Internal Revenue Service (IRS) postponed the tax return deadline until July 15. Likewise, the IRS also announced the same date as the extension deadline for 2019 HSA contributions.

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New tax filing deadline announced by the IRS

Benefit Resource Inc.

Tax time is no longer just April 15th. Recent guidance from the IRS delays the Federal tax filing deadline and Federal tax payment deadline. However, state deadlines and the impact on contributions to a Health Savings Account remain less clear. Tax payment deadline delayed. Tax filing deadline delayed.

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2022 IRS HSA, FSA and 401(k) Limits [A Complete Guide]

Griffin Benefits

The IRS has finally announced adjustments to 2022 contribution limits on various tax-advantaged health and dependent care spending accounts, retirement plans, and other employee benefits such as adoption assistance and transportation benefits. Many of these contribution limits, though not all, are indexed to cost-of-living adjustments.

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2020 HSA Contribution Deadline Pushes for Second Year

Benefit Resource Inc.

Once again, tax time is no longer just April 15th. For the second year in a row, the Federal Tax filing deadline has been extended for most taxpayers. What does this mean for the 2020 HSA contribution deadline? What is the 2020 tax filing deadline? How does this impact HSA contributions?