Dates to Remember Print Printer-friendly version
 
Monday, December 31, 2001
Last day for mutual fund sales to realize a gain or loss.
Last day to contribute to an Education IRA.

Week of January 2, 2002
Prudential Investments begins mailing year-end statements.

Week of January 21, 2002
Prudential Investments begins mailing tax forms 1099-DIV, 1099-B, 1099-INT, 1099-R, and Form 5498 (limited).

Monday, April 15, 2002
Last day to establish and contribute to a 2001 traditional IRA or Roth IRA.
Last day to file federal tax return (without extensions).

May 2002
Prudential Investments mails remaining Form 5498.

Last day to establish or fund SEP Plan for 2001
Due date for employer's tax return, including extensions, which in 2001 may be as late as October 15.

Neither Prudential nor its sales professionals render tax or legal advice. Please consult your tax or legal adviser before making any tax-related investment decisions.

Prudential Investments is a Prudential company.

 
Privacy and Business Integrity | Terms and Conditions

Prudential is authorized to transact business in all U.S. states and the District of Columbia. Product availability varies by state. © Copyright 2002 Prudential Financial, Inc., Newark, NJ, USA. All rights reserved.