Important Deadlines for the 2024 Filing Season

January 16, 2024

Fourth quarter estimated tax payments due for the 2023 tax year.

January 31, 2024

Employers to mail W-2 Forms to employees.

File Form 1099-MISC and 1099-NEC for amounts paid in 2023.

February 15, 2024

Financial institutions to mail out Form 1099-B relating to brokerage account transactions.

File Form 1099-S relating to real estate transactions.

File Form 1099-MISC for substitute payments in boxes 8 or 14.

March 15, 2024

File or extend S Corporate tax returns (Form 1120S) and partnership tax returns (Form 1065) for the year 2023.

April 15, 2024

File or extend C Corporate tax returns (Form 1120) for the year 2023.

File or extend individual tax returns (Form 1040), estate income tax returns and trust income tax returns (Form 1041) for the year 2023.

Last day to contribute to a traditional IRA, Roth IRA, HSA, SEP-IRA, or solo 401(k) for the 2023 tax year.

First quarter estimated tax payments due for the 2024 tax year.

May 15, 2024

File or extend calendar year Exempt Organization tax returns (Form 990) for the year 2023.

June 17, 2024

Second quarter estimated tax payments due for the 2024 tax year.

July 31, 2024

File Employee Benefit Plan tax returns (Form 5500) for the year 2023.

September 16, 2024

Third quarter estimated tax payments due for the 2024 tax year.

File extended corporate and partnership tax returns (Forms 1120, 1120A, 1120S, 1065) for the year 2023.

September 30, 2024

File extended estate income tax returns and trust income tax returns (Form 1041) for the year 2023.

October 15, 2024

File extended individual tax returns (Form 1040) for the year 2023.

January 15, 2025

Fourth quarter estimated tax payments due for the 2024 tax year.