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Start the New Year Right
Financial Tip of the Week by Deloitte & Touche OnLine

December 20, 1999


A tax planning checklist for the first quarter.



See our archive of previous tips on your money, your taxes and your financial plan.

With the new year just around the corner, here's what you need to do during the first quarter to keep your tax plan on target:

  • Complete Form W-4 and adjust withholding if needed.
  • Pay fourth-quarter estimated tax voucher for the preceding tax year by January 15.
  • Evaluate before-tax contributions to retirement plans.
  • Evaluate voluntary after-tax contributions to retirement plans.
  • Apply for a Social Security number for any child who does not have one.
  • Make quarterly defined benefit Keogh contribution for preceding year by January 15.

For  more on your taxes, see our 1999 Tax Planning Guide.

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