Taxes can impact your financial investment and savings outcomes, even outside of tax filing. An Ameriprise financial advisor can work with your tax professional to help decrease the overall impact of taxes before and in retirement.
As a client, you can easily access your tax statements and other important documents online.
Use your tax refund to reach your financial goals
Consider these 7 ways to make your tax refund work for you.
Dates, deadlines and other important information for filing your taxes
Tax strategies
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The net investment income tax (NIIT): What it is and how to potentially minimize it
- Capital gains taxes on assets and investments, explained
- Tax-gain harvesting, explained
- Tax-smart retirement withdrawals: 4 factors to consider
- Tax-loss harvesting, explained
- Net unrealized appreciation (NUA) tax strategies
- Tips to reduce your taxes in retirement: Retirement tax planning FAQs
- Tax diversification: A tax strategy to help your assets last
- Annuities and taxes
- Self-employment income tax basics
- Answers to common taxes and insurance questions
- Taxation of investments
- Tax planning for income
- Understanding personal tax credits
- 8 ways to potentially lower your taxes
- 6 common tax mistakes for investors to avoid
- 11 tax deductions and credits to know
- Use your tax refund to reach your financial goals
- Proactive tax planning: 7 steps
Resources for tax preparation
Whether you are a tax professional or working on your own return, look here for information on specific forms, fees, account types — and more.
- Download tax statement data
- Investment types most likely to reclassify each year
- Updated tax documents and income reclassification
- Tax statements for your partnership investments
- Ameriprise® certificates tax reporting
- Calculating and reporting 3.8% net investment income tax
- Tax season checklist
- IRA accounts and IRA plans
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.