| Weekends
& Holidays:
If a due date falls on a Saturday, Sunday or holiday, the due date
is automatically extended until the next business day that is not
itself a legal holiday.
January:
15 - Last day to pay 4th Quarter Estimates for the prior year unless
filing return by January 31st.
31- Last day to provide 1099s & W-2s to those people you paid
during the prior year.
31- If you file your prior year's return and pay any tax due by
this date, you need not make the 4th Quarter Estimated Tax Payment
(see above).
February:
28 - (29 in leap years) Last day to provide file copies of 1099s
and W-2s with the government.
April:
1 - Last day to withdraw funds from your IRA account, if you turned
age 70 1/2 in the prior year and haven't already taken a distribution
for that year. For other types of plans, contact our office.
15 - Last day to file your prior year's Individual Tax Return (Form
1040) or to request an automatic extension until August 15.
15 - Last day to make IRA Contributions for the prior year.
15 - Last day to make SEP or Keogh Contributions unless an extension
is filed.
15 - First Estimated Tax Installment for the year due.
15 - Last day to file your prior year's Partnership Return (Form
1065) and Trust Returns or request an automatic extension until
July 15. Estate Income Tax Returns (Form 1041) have an automatic
extension until October 15.
15 - Last day to file your prior year's Corporate Return or request
an automatic three or six-month extension.
June:
15 - Second Estimated Tax Installment for the year due.
15 - Last day for U.S. Citizens living abroad to file their Individual
Tax Return (Form 1040) or request an extension.
July:
5 - Last day for employers (including self-employed individuals)
to file appropriate Series 5500 Form for Employee Benefit Plans
(includes Keogh Plans).
15 - Last day to file Partnership Returns (Form 1065) and Trust
Returns (Form 1041) with valid three-month extension or file for
an additional extension, not to exceed 3 additional months (requires
a valid reason).
August:
15 - Last day to file your Form 1040 Tax Return if four-month automatic
extension was filed or request an additional extension until October
15 (requires valid reason).
September:
15 - Third Estimated Tax Installment for the year due.
October:
15 - Last day to file prior year's Individual Tax Return (Form 1040),
if you are in the United States with an approved extension.
15 - Last day to file Partnership (Form 1065) and Trust (Form 1041)
Returns with an approved extension (or automatic six-month extension
in the case of Estate Income Tax Returns). |