Summary

September is the end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then the third quarter payment for tax year 2022 is due September 15th

September is the official end of summer and a return to classes for students and teachers.

It is also estimated tax time again!

If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments.

The third quarter payment for tax year 2022 is due September 15th

If you plan on using the postal service, it is considered on time if it is postmarked on or before the due date. So, take the checkbook out and pay early or, you can pay online for faster processing.

Have questions? Here’s the scoop from the IRS

Open enrollment for 2022 health benefits begins November 1st

Now is a great time to review your current health plan and medical expenses over the past year to see if your plan best meets your needs. During your review, you may find answers to many questions in this open enrollment guide from HealthInsurance.org.

And for those who like to get a jump start on the New Year, September is a great month to evaluate end-of-the-year expenses. Make sure your budget includes extra expenditures such as holiday travel and gifts so you don’t have to dip into your savings or emergency fund.

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