What to do by December 31st

If you reach 70 ½ this year and you are the owner of a traditional IRA, make sure you have taken your required minimum distribution.

Have you moved? Tell the IRS your new address by filing form 8822.

Have you changed your name, due to divorce or marriage? Notify the Social Security Administration (SSA) to update your name.

Do you have an ITIN? Have you used it in the last 3 years? If not it will be expiring. Also if your number ends in 78 or 79 it will also expire on January 1, 2017. (An ITIN is different than a social security number)