IRS official tax dates you need to stay on top of your taxes.
|Monday, January 2||New Year’s Day|
|Monday, January 16||Birthday of Martin Luther King, Jr.|
|Monday, February 20||Washington’s Birthday|
|Monday, May 29||Memorial Day|
|Tuesday, July 4||Independence Day|
|Monday, September 4||Labor Day|
|Monday, October 9||Columbus Day|
|Friday, November 10||Veterans Day|
|Thursday, November 23||Thanksgiving Day|
|Monday, December 25||Christmas Day|
|January 1, 2017||First day to file a 2016 tax return, though the IRS generally will not accept e-file and free file returns until the date below. Even paper based filings won't be processed till later in the month|
|January 23, 2017||IRS E-file to go live, allowing submission of electronic tax returns for the vast majority of tax filers. Paper tax returns will begin processing from this date as well|
|January 31, 2017||Date by which you should have received a W-2 from employers you worked for during the tax year. If not, contact their HR/Payroll department to resend tax documents|
|February 1, 2017||Deadline for 1099 statements (factors in your AGI income) that report non-employee compensation, bank interest, dividends and distributions from a retirement plan. This date is also the deadline for self-employed individuals to file and pay in full their fourth-quarter estimated tax payment|
|February 16, 2017||Financial institutions (e.g Vanguard, Fidelity) must mail out 1099-B, 1099-S and 1099-MISC forms by this date. See what these forms are and if you will need one for your return|
|March 15, 2017||S Corporation and Partnership tax returns due|
|April 17, 2017||*Tax Day* Last day for filing federal income tax returns and extension requests. Since April 15th is a Saturday the due date has been shifted out to Monday, April 17th.|
|April 17, 2017||Deadline for filing state income tax returns (for most states) and extension requests. Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)|
|June 15, 2017||U.S. citizens or resident aliens living abroad must file tax returns and pay any taxes due by this date (or file for a four-month extension)|
|June 30, 2017||FBAR (Foreign Bank Account Report) forms due for taxpayers who have over $10,000 in total in foreign bank accounts in the prior year. No extensions aren’t allowed and forms must be filed electronically|
|October 15, 2017||Filing approved extended federal, state and S-Corp/Partnership income tax returns Note: you still need to file for an extension request by April 17th|
|April 15, 2020||Filing a 2016 tax amendment. You can file an amended or previous year return anytime, but you have a deadline of 3 years from the original due date to claim any tax refund.|
|January 16, 2017||
4th Quarter 2016 Estimated Tax Payment Due
If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2016 tax deadline.
|April 17, 2017||
Individual Tax Returns Due for Tax Year 2016
If you haven't applied for an extension, e-file or postmark your individual tax returns by midnight April 17, 2016.
Individual Tax Return Extension Form Due for Tax Year 2016
Need more time to prepare your tax return? File your request for a tax extension by April 17 to push your tax deadline back to October 16, 2017.
1st Quarter 2017 Estimated Tax Payment Due
If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, get your Form 1040-ES postmarked by April 17, 2017 tax deadline.
|June 15, 2017||
2nd Quarter 2017 Estimated Tax Payment Due
If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, make sure your payment is postmarked by June 15, 2017 tax deadline
|September 15, 2017||
3rd Quarter 2017 Estimated Tax Payment Due
If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, make sure your third quarter payment is postmarked by Sept. 15, 2017 tax deadline.
|October 16, 2017||
Extended Individual Tax Returns Due
If you got a filing extension on your 2016 tax return, you need to get it completed and postmarked by October 17, 2017.
Last Chance to Recharacterize 2016 Roth IRA Conversion
If you converted a traditional IRA to a Roth during 2016 and paid tax on the conversion with your 2016 return, October 16, 2017 is the deadline for recharacterizing (undoing) the conversion. Doing so could save you money if the IRA has lost money since the time of the original conversion.
|January 15, 2018||
4th Quarter 2017 Estimated Tax Payment Due
If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2018 tax deadline.