Tax Center

• Documentation for Your Taxable Accounts
  This Quick Reference Guide about the documentation you will need for tax reporting applies to your taxable accounts with Lincoln Investment, including InvestorSOLUTIONS, InvestorSOLUTIONS PREMIER and fund-sponsored mutual fund accounts.
  
  
• What's New for Tax Year 2008
  With a few exceptions (IRA contributions), there is nothing more you can do to reduce your taxes for 2008. However, you should be aware of recent tax changes — as well as recently reinstated tax deductions — that may result in a bigger refund or less taxes to be paid April 15.
  
  
• Profit from Inflation for Tax Year 2008
  Higher inflation translated into larger personal exemptions and standard deductions, wider tax brackets and other tax advantages. As a result, even if your income stayed the same during 2008, you may owe less in taxes.
  
  
• Tax Strategies for 2009 and Beyond
  It's never too early to consider ways to reduce your 2009 tax bill.
  
  
• Retirement contribution limits for 2008 and 2009
  Contribution limits for 403(b), 457 and 401(k) plans and IRAs.

• IRS Frequently Asked Tax Questions And Answers
• IRS Forms and Publications
• IRS Highlights of Recent Tax Changes
• Federation of Tax Administrators: State Tax Forms

None of the information on this website should be considered tax or legal advice. You should consult your legal or tax advisor for information concerning your individual situation.