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Tools and Resources
Tax Calendar

Here are important dates to make individual tax preparation and planning easier.

DATE ACTIVITY
January 2 Start of tax season
January 31 Employer W-2's are due. Forms 1099 are due from payers of interest, dividends and other specified types of income
April 15 Taxes Due
Last day to recharacterize a previous year IRA contribution
Application for automatic four-month extension due
Those exempt from Income tax withholding must file a new Form W-4 to be exempt for the next calendar year
August 15 Application for additional two-month extension due
October 15 Taxes due for those that filed for a two-month extension in August
December 31 Deadline for establishing many self-employed retirement plans

For more tax planning information, check out our helpful Tools & Resources.

 


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