Upcoming Dates and Deadlines

 

 

 

January 31                Deadline for employers to mail out or E-mail Form W-2 to employees and for businesses to furnish Form 1099 to 

                                vendors.                       

 

 

February 17              Deadline for employees who claim exemption from withholding to file a new Form W-4 with their employers.

                                Deadline for financial institutions to mail out Form 1099-B, relating to sales of stock, bonds or mutual funds                                                                       through a brokerage account; Form 1099-S, relating to real estate transactions; and Form 1099-MISC.

 

 

 

 

March 2                  Deadline for businesses to mail Forms 1099 and 1096 with the IRS if filing on paper.

                               Deadline for farmers and fishermen who have a balance due on their taxes to file their individual tax return and                                                              and pay the balance due without incurring any late payment penalties.

 

March 15                Deadline for corporate tax returns (Forms 1120S, 1065) for the year 2017, or to request automatic 

                               extension of time to file (Form 7004) for corporations who use the calendar year as their tax year.

 

 

 

 

 

April 15                Due to COVID-19 TAX RETURN DUE DATE HAS BEEN EXTENDED TO JULY 15th,2020  Deadline to file individual tax returns (Form 1040, 1040A, or 1040EZ) for the year 2017 or to request an Automatic

                             Extension (Form 4868). An extension provides an extra six months to file your return. Payment of the tax is still due

                             by April 15th. You can submit payment for tax along with the extension form.

                             Tax payment deadline for U.S. Expatriate. 

                                Last day to make a contribution to traditional IRA, Roth IRA, Health Savings Account, SEP-IRA or solo 401(k) for the

                             2017 tax year.         

                                 1st quarter estimated tax payments due for the 2018 tax year.                   

                                Deadline to file estate income tax or trust income tax returns (Form 1041) or to request an automatic 5-month

                             extension of time to file (Form 7004).

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                             FinCEN 114 -FBAR -   Deadline to file Foreign Bank Account Report for the year 2017. This report is required if you have over                                       $10,000 (in aggregate) held in foreign bank accounts. Foreign Bank Account Reports must be filed electronically. Extensions of                                   time to file are  available.

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                             C-CORPORATION

 

                            

 

                           

May 15                  Deadline for tax-exempt organizations to file information returns (Form 990) for the year 2017, or request an

                             extension (Form 8868).

 

 

 

 

June 1                  Deadline for financial institutions to send out Form 5498 to report balances in an individual retirement account for

                            the year 2013.

 

June 15                 2nd quarter estimated tax payments due for the 2018 tax year.

 

                           Deadline for US citizens living abroad to file individual tax returns and to pay any tax due. You can request an 

                           additional 4-month extension (Form 4868). (You can request an automatic extension by April 15th instead if you want

                           to.) Two tax breaks important for Americans working abroad are the Foreign Earned Income Exclusion and the

                           Foreign Tax Credit.

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September 17      3rd quarter estimated tax payments due for the 2018 tax year.

 

                           Final deadline to file S-corporate and Partnership tax returns for the year 2017 if an extension was requested. (Forms 1065, 1120S).

 

                        

 

                          

 

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October 1          Final deadline to file trust income tax returns (Form 1041) for the year 2017 if an extension was requested. 

                           Final deadline for self-employed persons or small employers to establish a SIMPLE-IRA for the year 2015.

 

October 15        Final deadline to file individual tax returns for the year 2017. (Forms 1040, 1040A, 1040EZ.)

                           Final deadline to file Corporation tax returns (Form 1120) for the year 2017 if an extension was requested.

 

                            Last day the IRS will accept an electronically filed tax return for the year 2017. If filing after October 15th, you'll need

                            to mail in your tax return for processing.

 

                            Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2014 if you requested an automatic extension of time to

                            file.

 

 

 

 

December 1          If you are covered by an HSA-compatible health insurance policy as of December 1st, you'll be eligible to contribute

                             to a Health Savings Account for the year.

 

December 31         Last day to make any tax moves for the year 2015. Last day to set up a solo 401(k) for self-employed persons.

 

                             Marital status on this date determines your marital status for the whole year.