DAT Financial & Tax Service
Annual Tax Calendar
January 15
Estimated Tax
Deadline
Deadline for sending fourth-quarter installment for prior year to IRS/FTB
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January 31
W-2s, 1099s
Employers, banks, brokers and other financial institutions generally have until January 31 to provide employees and customers with W-2s, Forms 1099 and other year-end tax statements.
Household
Employers
Some household employers need to give household helpers W-2s.
________________________________________
February 15
Withholding Exemption
If you claimed exemption from withholding last year on the W-4 form you gave your employer, you must file a new W-4 by today to continue your exemption for another year.
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February 28
Household
Employers
Some household employers need to send employee W-2s to Social Security Administration.
________________________________________
March 15
Partnership K-1s
Deadline for large partnerships to provide partners with Schedule K-1 ("Partner's Share of Income, Credits, Deductions, etc.")
Corporate Filing Deadline
Deadline for Corporations and S-Corporations to file calendar-year returns
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April 1
Retirement Account Withdrawals
Some retirees (age 70 ½) must start withdrawals from their retirement accounts.
________________________________________
April 15
Tax Filing Deadline/Payments Due
Deadline for filing income tax returns or requesting an extension and paying any taxes due (no extension for payment of taxes)
IRA Contribution
Deadline
Last day to make prior tax-year contributions to Individual Retirement Accounts
Estimated Tax
Deadline
Deadline for sending first-quarter installment for current year to IRS/FTB
Education Savings Accounts
Last day to make prior tax-year contribution
Health Savings Accounts
Last day to make prior tax-year contribution
Refund Claims
Deadline for refund claims for prior 3 years
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June 15
Estimated Tax
Deadline
Deadline for sending second-quarter installment to IRS/FTB
________________________________________
September 15
Estimated Tax
Deadline
Deadline for sending third-quarter installment to IRS/FTB
________________________________________
October 1
SIMPLE IRA Deadline
Deadline for establishing a SIMPLE IRA
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October 15
Final Filing
Deadline
Taxpayers who filed an extension must file their completed income tax return by midnight.
Roth IRA Conversions
Deadline for recharacterizing Roth IRA conversions made in prior year
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December 31
Keogh Plan
Last day to establish Keogh plan for current tax year
Roth IRA Conversions
Deadline for current year Roth IRA conversions
Retirement Account Withdrawals
Some retirees (age 70 ½ and older) must take minimum distributions from their retirement accounts
Deductions
Last day to make tax-deductible payments:
charity, state estimated taxes, real estate taxes,
mortgage payments
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