Tax and Tax Resources Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Learn More Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.Tax CalendarIMPORTANT TAX DATES FOR INDIVIDUALSTax FormsA full set of downloadable forms from the IRSTax PublicationsA full set of downloadable publications from the IRSTax RatesTables to enable you to find your federal marginal income tax rateThis content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Have a Question Name Email Address Phone Question Thank you! Oops!