Federal Tax Information

2025 Federal Tax Information

2025 Federal Tax Information

A reference guide for individuals.

2024 Tax Form Timelines & Resources

2024 Tax Form Timelines & Resources

MMLIS clients with accounts held through NFS may soon begin accessing available tax forms. Release dates are outlined in the chart below, which also details the documents available for eDelivery.
All forms are mailed within five business days of the available online dates, which are subject to change.

New Retirement Contribution Limits for 2026

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.
What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.