Major Federal Tax Deadlines
Stay ahead of the game with these major federal tax deadlines to mark on your calendar:
JANUARY 31st
- Send out FORM 1099-NEC to recipients and related 1096 to the IRS.
- Deliver FORM 1099-MISC to recipients.
- Hand out FORM W-2s to employees and submit related W-3 to the IRS.
FEBRUARY 29th
- File FORM 1096 (related to other 1099s) to the IRS (for paper filers).
MARCH 15th
- Deadline for FORMS 1120s and 1065 (or extensions).
- Employer retirement match due unless business tax return is extended.
APRIL 1st
- File FORM 1096 (related to other 1099s) to the IRS (for e-filers).
APRIL 15th
- FORM 1040 due (or extensions).
- FORM 1120 due (or extensions).
- Submit 1st quarter 2024 estimated tax payments.
- Make 2023 IRA/Roth IRA contributions.
- Make 2023 self-employed retirement contributions (unless tax return extended).
- Contribute to 2023 HSA.
- Contribute to 2023 529 plan (in some states).
JUNE 17th
- Submit 2nd quarter 2024 estimated tax payments.
AUGUST 15th
- Deadline for shareholders and partners to request Schedule K-2/K-3 from the applicable S-Corporation or Partnership.
SEPTEMBER 16th
- Submit 3rd quarter 2024 estimated tax payments.
- FORMS 1120s and 1065 due (if extended).
- 2023 employer retirement match due (if business tax return extended).
OCTOBER 15th
- FORMS 1040 and self-employment retirement contributions due (if extended).
- FORM 1120 due (if extended).
JANUARY 15
- Submit 4th quarter 2024 estimated tax payments.
*If a deadline falls on a weekend, the following Monday is typically the alternative deadline. *If a deadline falls on a holiday, the following business day is typically the alternative deadline.
Remember, consult your tax professional for specific due dates, as this information is for reference purposes only.
These are major federal deadlines; check your state requirements for various state deadlines.
