The IRS publishes all filing deadlines in
advance for the upcoming year, so you will always know which forms must be
filed and when, and when payments must be made.
In the case of all mid-month (i.e., 15th)
dates, the deadline is extended to the next working day in the event that the
15th falls on a weekend or a federal holiday.
If you are an employee only and do not own
your own business, or rental real estate, or make a lot of money investing,
then you may only need to know about the BIG ONE, April 15th, when
your personal income tax form is due.
If, however, you have a more complicated tax
situation, there are many other dates that you may need to keep track of on
your calendar.
January 15
1. 4th quarter estimated taxes
must be paid for income earned in the previous year. This deadline generally
applies to people who are self-employed or who are landlords or investors,
whose income taxes are not deducted from their paychecks as in the case of ordinary
employees. In the case of these people, they must submit estimated taxes
to the IRS four times per year.
The best way to do this is to take an
estimate of your expected annual income, run it quickly through a tax prep
software program, and then divide the tax due in four installments, to be paid
throughout the year. The IRS does this so that they can ensure that money comes
in throughout the year as it does with regular employees, rather than all at
once at the end of the year.
January 31
1. The deadline for employers and businesses
to mail out W-2s and 1099s to their employees, contractors, and customers. Keep
an eye on this date if you are expecting any of those forms.
February 15
1. The deadline for an employee to file new
W-4 with his employer if claiming Exempt from taxes
2. The deadline for financial institutions to
mail out 1099-B (stocks and bond transactions through a brokerage account) and
1099-S (real estate transactions)
March 15
1. The deadline for filing corporate income
taxes (Forms 1120, 1120A and 1120S) or requesting a six month extension
2. The deadline for filing an amended
personal income tax return for 3 tax years prior to the current year
April 15
1. The deadline for filing personal income
tax returns (1040, 1040A, 1040EZ) or requesting a six month extension
2. The deadline for filing estate income
taxes or trust income taxes (form 1041) or request 5-month extension
3. The deadline for filing partnership income
taxes (form 1065) or request 5-month extension
4. The deadline for paying 1st
quarter estimated taxes
5. The last date to make retroactive payment
to IRA, HSA, solo 401k or Sep-IRA for previous tax year
6. The last date to file an amended return
for 3 tax years prior to current, or to file an original return for 3 years
prior and claim a refund
7. The deadline for filing amended estate,
trust or partnership returns for 3 years prior to current
May 15
1. The deadline for non-profit organizations
to file income tax return (form 990) or request an extension
June 15
1. The deadline to file personal income taxes
for people living abroad
2. The deadline to pay 2nd quarter
estimated taxes
June 30
1. The deadline to file a Report of Foreign
Bank and Financial Accounts if you have over $10k in assets
September 15
1. The deadline to pay 3rd
quarterly estimated taxes
2. The deadline to file corporate tax returns
if an extension were filed in March
3. The deadline to file estate, trust or
partnership if you filed an extension
October 3
1. The deadline for self-employed persons to
establish SIMPLE IRA for prior tax year
October 17
1. The deadline for personal income taxes if
you filed an extension
2. The deadline for funding a solo 401(k)
or SEP-IRA for the prior tax year if you requested an extension
December 31
1. The deadline to set up a solo 401(k) or
SEP-IRA for the current tax year
Author Bio-
This article was written by Claude Clemént, a finance professional who spends his free time
writing about taxes, investment and economy in his blog, the ExceleratorsQuiz.
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