TAX
TIPS & INFORMATION
Time Line:
January 15
1040-ES(Individual)4th Qtr Estimated Tax Due
January 31
W-2, Federal Unemployment 940, 1099, 4th Qtr P/R reports
March 15
1120, 1120S (Corporate) Tax Return or 6 month extension request
April 15
1040-ES (Individual) 1st Qtr Estimated Tax due
1120-W (Corporate) 1st Qtr Estimated Tax due
(last day to contribute to IRA/Roth for current year)
1040 - Individual Tax Return or 4 month Extension
1065 - Partnership Tax Return or 3 month Extension
May 15
990 (Tax Exempt Organization) Tax Return or 6 month Extension
June 15
1040-ES (Individual) 2nd Qtr Estimated Tax due
1120-W (Corporate) 2nd Qtr Estimated Tax due
July 15
1065 (Partnership) Tax Return
Extension or 3 month Extension
July 31
2nd Qtr P/R Reports
5500 (Retirement Plans) Tax Return
August 15
1040 (Individual) Tax Return or 2 month Extension
990 (Tax Exempt Organization) Tax Return Extension
September 15
1040-ES (Individual) 3rd Qtr Estimated Tax due
1120-W (Corporate) 3rd Qtr Estimated Tax due
1120 (Corporate) Final T/R Extension
October 15
1040 (Individual) Final Tax Return Extension due date
1065 (Partnership) Final T/R Extension due
October 31
3rd Qtr P/R Reports
December 15
1120-W (Corporate) 4th Qtr Estimated Tax due
