As tax season approaches, having the right information at your fingertips can make all the difference. The LPL Financial 2025–2026 Tax Guide is designed to help investors navigate the reporting process with confidence—whether you’re organizing documents, preparing for conversations with your tax professional, or simply wanting to understand what to expect in the months ahead.
This year’s guide breaks down key timelines, including when various tax forms—such as 1099s and retirement‑account statements—are released. It also explains why certain documents arrive in waves, how income reclassification works, and what investors should know about preliminary versus final tax statements. With clear explanations and helpful reminders, it serves as a practical roadmap for staying organized and avoiding common filing frustrations.
Beyond timelines, the guide highlights important considerations around cost basis reporting, corrected forms, and situations where filing a tax extension might be beneficial. These insights help ensure you’re not just filing on time, but filing accurately, with a full understanding of the factors that may influence your return.
Whether you’re a seasoned investor or managing tax documents for the first time, the 2025–2026 Tax Guide is an invaluable resource for preparing efficiently and making informed decisions this tax season. Your financial professional is also ready to assist—so you’re never navigating the process alone.
Download your tax guide here: Tax Season Guide Investor Edition 2025/2026
This material was prepared by LPL Financial, LLC
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisors and broker-dealier (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a seperately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.
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