Resource Links Dates to Remember
January

01/15 - Individual Quarterly Estimated Tax Payment – 4th installment for previous year

01/31 - Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from last quarter

01/31 - Employers’ Taxes (Federal) – Form 940 for unemployment (FUTA) taxes from prior year

01/31 - Employers’ Taxes (Federal) – Employee’s Withholding Statements - Forms W-2

01/31 - Employers’ Taxes (Federal) – Information Returns – Forms 1099, 1098 et al.

February

02/28 - Withholding Statement Transmittals – Forms W-2 with Form W-3

02/28 - Information Return Transmittals – Forms 1099 with Form 1096 or electronic equivalent

March

03/15 - Corporations – last day to file Form 7004 for automatic 6-month extension, if not able to file income tax return by today’s due date

03/15- Corporations – Income Tax Returns, Federal Forms 1120 and 1120-S et al.

April

04/15 - Annual Informational Returns (Forms 1041-A, 5227) for certain trusts

04/15 - Partnerships - last day to file Form 8736 for automatic 6-month extension, if not able to file income tax return by today’s due date

04/15 - Partnerships – Previous year Income Tax Returns, Federal Forms 1065 et al.

04/15 - Trusts and Estates – Previous year Income Tax Returns, Federal Form 1041. Estates seeking a filing extension must have submitted Form 2758 in time for it to be processed by today’s due date. Trusts seeking an extension have until today to file Form 8736 for an automatic 6-month extension.

04/15 - Trust and Estate Quarterly Estimated Tax Payment – 1st Installment for current year

04/15 - Individual Quarterly Estimated Tax Payment – 1st Installment for current year

04/15 - Corporation Quarterly Estimated Tax Payment – 1st Installment for current year

04/15 - Individuals and Sole Proprietors - last day to file Form 4686 for automatic 6-month extension, if not able to file income tax return by today’s due date

04/15 - Individuals and Sole Proprietors – Previous year Income Tax Returns, Federal Forms 1040, 1040A, 1040EZ et al.

04/30 - Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 1st quarter

May
05/15 - Information Returns – Form 5498s provided to participants and the IRS with prior year IRA and SEP-IRA contributions
June

06/15 - Trust and Estate Quarterly Estimated Tax Payment – 2nd Installment current year

06/15 - Individual Quarterly Estimated Tax Payment – 2nd Installment current year

06/15 - Corporation Quarterly Estimated Tax Payment – 2nd Installment current year

July

07/15 - Trusts – last day to file previous year Form 1041 or automatic 6-month extension

07/31 - Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 2nd quarter of the current year

August
No Dates
September

09/15 - Individual Quarterly Estimated Tax Payment – 3rd installment for the current year

09/15 - Corporations – Last day to file previous Income Tax Returns on automatic 6-month extension, Federal Forms 1120 and 1120-S et al.

09/15 - Trust and Estate Quarterly Estimated Tax Payment – 3rd Installment of the current year

09/15 - Corporation Quarterly Estimated Tax Payment – 3rd Installment of the current year

October

010/15 - Partnerships – last day to file previous year Form 1065 on automatic 6-month extension

10/15 - Individuals and Sole Proprietors – last day to file previous year Form 1040 on automatic 6-month extension

010/31 - Employers’ Taxes (Federal) – Form 941 for withholding and FICA taxes from 3rd quarter

November
No Dates
December
12/15 - Corporation Quarterly Estimated Tax Payment – 4th Installment for the current year