Key Tax Dates
Note regarding Weekends & Holidays: If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday.
If there have been any significant changes in your tax situation, we recommend you contact us as soon as they happen so we can work with you on tax planning and make changes as necessary to avoid any unpleasant tax surprises when it is time to file your return. The sooner you contact us the easier it will be to implement changes in your tax situation for the current year.
If you have ANY questions on the information below, call or email us.
Due Dates for Estimated Tax Payments
Key Dates for Contributions to Retirement Accounts (ROTH, Traditional IRAs and SEP IRAs)
Key Dates for Required Minimum Distributions from Retirement Accounts
Note: Your first RMD becomes due when you turn age 72.
Due dates for Tax Returns
Note 1: Dates above assume that your tax year ended on December 31st.
Note 2: If you are unable to file your tax return by the due date listed above, ensure you file an extension prior to the date listed above. As long as you then file your tax return by the end of the extension period, you can avoid the "failure to file on-time" penalty. However, you still need to pay what you owe by the original due date or you will incur "failure to pay on-time" penalties as well as interest for each month you have not paid in full.