December 31, 2010
Last day for mutual fund sales to realize a gain or loss for 2010.
January 3, 2011
Prudential Investments begins mailing year-end statements.
January 31, 2011
Prudential Investments begins mailing tax forms 1099-DIV, 1099-B, 1099-INT, 1099-Q, and 1099-R.
April 18, 2011
Last day to establish and contribute to a 2010 traditional IRA, Roth IRA, or Coverdell Education Savings Account.
April 18, 2011
Last day to file federal tax return (without extensions).
May 2011
Prudential Investments mails remaining Form 5498 (Traditional, Roth, SEP) or Form 5498-ESA (Coverdell Education Savings Account).
Last day to establish or fund SEP Plan for 2010
Due date for employer's tax return, including extensions, which in 2011 may be as late as October 17.
December 31, 2011
Last day for mutual fund sales to realize a gain or loss for 2011.
0169193-00004-00 Ed. 3/2011