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2023 2024 Tax Season at a Glance

2023 2024 Tax Season at a Glance

January 29, 2024

To ease some of the burden of tax season, we've created this guide that contains all the information you need to address your tax season questions.

2023-2024 Tax Season at a Glance

Important Disclosures:

This material was prepared by LPL Financial, LLC.

This material is not intended or written to be used, and cannot be used or relied upon, by any advisor or taxpayer for the purpose of (i)
avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction(s) or tax-related matter(s).

Neither LPL Financial nor any of its representatives provide legal or tax advice.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

If your advisor is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer orinvestment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates,which ares eparate entities from, and not affiliates of, the bank/credit union.

Securities and insurance offered through LPL or its affiliates are: Tracking # 516668 (Exp. 12/24)

2023/2024Tax Season Guide | Investor Edition

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.