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2. End of the year business checklist: 7 tasks to do now - AOL

   www.aol.com/end-business-checklist-7-tasks...

   Run end-of-year reports. Review reports and financial records to understand profitability. Identify where you can reduce cost or grow. Set a budget for the upcoming year. 3. Make a Plan for the ...

3. Form W-2 - Wikipedia

   en.wikipedia.org/wiki/Form_W-2

   Employers are instructed to send copies B, C, 1, and 2 to their employees generally by January 31 of the year immediately following the year of income to which the Form W-2 relates, which gives these taxpayers about 2 + 1 ⁄ 2 months before the April 15 income tax due date. The Form W-2, with Form W-3, generally must be filed by the employer ...

4. Form W-4 - Wikipedia

   en.wikipedia.org/wiki/Form_W-4

   Form W-4 (officially, the "Employee's Withholding Allowance Certificate") [1] is an Internal Revenue Service (IRS) tax form completed by an employee in the United States to indicate his or her tax situation (exemptions, status, etc.) to the employer. The W-4 form tells the employer the correct amount of federal tax to withhold from an employee ...

5. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/finance/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

6. Tax withholding in the United States - Wikipedia

   en.wikipedia.org/wiki/Tax_withholding_in_the...

   Withheld income taxes are treated by employees as a payment on account of tax due for the year, [7] which is determined on the annual income tax return filed after the end of the year (federal Form 1040 series, and appropriate state forms). Withholdings in excess of tax so determined are refunded.

7. Two Months to Go: Your Taxes Checklist as the Deadline ... - AOL

   www.aol.com/two-months-taxes-checklist-deadline...

   Tax Day is May 17 this year, so you officially have two months to get your federal income taxes in order. The federal filing date was pushed from April 15, but it’s important to note that this ...