Important Tax Deadlines
The key tax deadlines most people need to know for the year — individual, business, trust, and nonprofit filings, estimated payments, information returns, extensions, and year-end planning cutoffs.
January 15
Q4 Estimated Tax Payment Due
The final estimated tax installment for the prior year is due if you pay quarterly — for example, self-employed individuals, retirees, or anyone with income not covered by withholding.
January 31
W-2s and Most 1099s Are Sent
Employers must send W-2s, and most 1099s (like 1099-NEC and 1099-MISC) must be sent to recipients by this date, so you can begin gathering documents for filing.
February 28
Most 1099s Filed With the IRS on Paper
Businesses filing 1099s other than 1099-NEC on paper (such as 1099-DIV, 1099-INT, or 1099-MISC) must submit copies to the IRS by this date.
March 15
Partnership & S-Corp Filing Deadline (Forms 1065 & 1120-S)
Calendar-year partnerships and S-corporations must file their returns and issue Schedule K-1s to partners or shareholders by this date, or file for a six-month extension using Form 7004.
March 31
Most 1099s E-Filed With the IRS
Businesses filing 1099s other than 1099-NEC electronically (such as 1099-DIV, 1099-INT, or 1099-MISC) must submit copies to the IRS by this date.
April 15
Individual Filing Deadline (Form 1040)
Your federal tax return is due, along with any tax owed. It's also the deadline to request a filing extension (Form 4868), make your first quarterly estimated payment for the current year, and contribute to an IRA or HSA for the prior tax year.
C-Corporation Filing Deadline (Form 1120)
Calendar-year C-corporations must file their federal return and pay any tax owed by this date, or request a six-month extension using Form 7004. An extension gives more time to file, not more time to pay.
Trust & Estate Filing Deadline (Form 1041)
Calendar-year trusts and estates must file Form 1041 and pay any tax due by this date, or request a 5½-month extension using Form 7004.
Gift Tax Return Deadline (Form 709)
If you made gifts above the annual exclusion amount last year, Form 709 is due today alongside your individual return. It can be extended to October 15 along with Form 1040.
May 15
Nonprofit Filing Deadline (Form 990)
Calendar-year tax-exempt organizations must file their annual information return (Form 990, 990-EZ, or 990-N) by this date, or request an automatic six-month extension using Form 8868.
May 31
IRA Contribution Reporting (Form 5498)
Custodians send Form 5498 showing prior-year IRA contributions, rollovers, and fair market value — useful for confirming your contributions were recorded correctly.
June 15
Q2 Estimated Tax Payment Due
The second quarterly estimated tax installment for the current year is due.
September 15
Q3 Estimated Tax Payment Due
The third quarterly estimated tax installment for the current year is due.
Extended Partnership & S-Corp Deadline
Completed returns are due today for partnerships and S-corporations that filed a Form 7004 extension back in March.
September 30
Extended Trust & Estate Deadline
Completed Form 1041 returns are due today for trusts and estates that filed a Form 7004 extension back in April.
October 15
Extended Individual Filing Deadline
If you filed for an extension back in April, your completed individual return is due today. Remember, an extension gives you more time to file — not more time to pay.
Extended C-Corporation Deadline
Completed returns are due today for C-corporations that filed a Form 7004 extension back in April.
FBAR Deadline (FinCEN Form 114)
If you held foreign financial accounts exceeding $10,000 at any point last year, the FBAR is technically due April 15, but FinCEN grants an automatic extension to today — no separate extension request needed.
November 15
Extended Nonprofit Deadline
Completed Form 990 returns are due today for tax-exempt organizations that filed a Form 8868 extension back in May.
December 31
Year-End Planning Cutoff
The deadline for actions tied to the current tax year: required minimum distributions for those already taking them, Roth conversions, charitable gifts and qualified charitable distributions, tax-loss harvesting, and most retirement plan contributions through your employer (like 401(k) deferrals).
Never Miss a Deadline
Our team keeps clients ahead of these dates year-round, with proactive tax planning instead of a once-a-year scramble.
Or check your RMD age and this year's required distribution.