1040 Tax Dates
- January 16, 2024 - 4th Quarter 2023 estimated tax payment due
- January 31, 2024 - Due date for employers to send W-2 forms
- January 31, 2024 - Certain 1099 forms are sent
- February 15, 2024 - Reclaim your exemption from withholding
- April 1, 2024 - Required minimum distribution due if you turned 73 in 2023
- April 15, 2024 - Tax day (unless extended due to local state holiday)
- April 15, 2024 - Deadline to File Form 4868 and request an extension
- April 15, 2024 - Deadline to make IRA and HSA contributions for 2023 tax year
- April 15, 2024 - First quarter 2024 estimated tax payment due
- June 17, 2024 - Second quarter 2024 estimated tax payment due
- September 16, 2024 - Third quarter 2024 estimated tax payment due
- October 15, 2024 - Deadline to file your extended 2023 tax return
- December 31, 2024 - Required minimum distributions must be taken for individuals age 73 or older by the end of 2024
- January 15, 2025 - Fourth quarter 2024 estimated tax payment due
Businesses - Partnerships (including LLCs), C Corps (Form 1120), and S Corps (Form 1120S)
- January 15, 2024 - 4th Quarter 2023 estimated tax payment due
- January 31, 2024 - Employers send W-2s forms to employees
- January 31, 2024 - Send certain 1099 forms
- March 15, 2024 - Taxes are due for some business types (partnerships, multi-member LLCs, and S-Corporations)
- April 15, 2024 - Taxes for C-Corporations are due
- September 16, 2024 - Deadline for extended partnership and S-corporation returns
- October 15, 2024 - Deadline for extended C-corporation returns
- January 15, 2024 - 4th Quarter 2023 estimated tax payment due
- January 31, 2024 - Employers send W-2s forms to employees
- January 31, 2024 - Send certain 1099 forms
- March 15, 2024 - Taxes are due for some business types (partnerships, multi-member LLCs, and S-Corporations)
- April 15, 2024 - Taxes for C-Corporations are due
- September 16, 2024 - Deadline for extended partnership and S-corporation returns
- October 15, 2024 - Deadline for extended C-corporation returns
- January 15, 2025 - Fourth quarter 2024 estimated tax payment due
Partnership returns (1065):
- Deadlines – Compliance with a partnership e-filing deadline is based on the time the return is e-filed, not on service center receipt times.
- Returns are due the 15th day of the 3rd month following the close of the entity’s year. A calendar year partnership return is due on March 15th. A fiscal year 8/1 to 7/31 return would be due October 15th.
- A six-month extension is available (7004).
- Drake forwards partnership returns to the IRS as they are received.
- Perfecting a rejected partnership return – You have 10 days to perfect a rejected partnership return. If you transmit a 1065 on March 15th, and receive an IRS reject, you will have through March 25th to re-transmit and still be considered "timely filed" if the re-transmission is accepted. The same 10-day window applies to a partnership return filed to meet an extension due date.
HSA/IRA/Roth IRA/SEP-IRA contributions :
- April 15, 2023
- SEP-IRA contributions may be made up to the filing date of an extended tax return
529 plan contributions:
- December 31, 2023
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