Key Dates

2023 KEY DATES

April 2023

April 3

  • First Required Minimum Distribution (RMD) by Individuals Who Turned 72 in 2022

April 10

  • Deadline for employees who earned more than $20 in tip income in March to report this income to their employers on Form 4070.

April 18

  • File 2022 Tax Return (Form 1040) and Pay Tax Due.
  • File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)
  • File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)
  • Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES).
  • Farmers and Fishermen File 2022 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 18
  • Deadline to contribute to Individual Retirement Account (IRA) for 2022
  • Withdraw Excess IRA Contributions in 2022 to Avoid Penalty if Filing of Form 1040 Was Not Extended
  • Contribute to Health Savings Account (HSA) for 2022
  • Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Not Extended
May 2023

May 10

  • Deadline for employees who earned more than $20 in tip income in April to report this income to their employers on Form 4070.

May 15

  • Deadline for Non-Profit 501(c)(3) Organizations to file Form 990 to report their income, expenses, assets, liabilities, and activities with the IRS.
    • This deadline also applies to other 990 variants such as 990-N, 990-EZ, and 990-PF.

May 29

  • Memorial Day
June 2023

June 10

  • Deadline for employees who earned more than $20 in tip income in May to report this income to their employers on Form 4070.

June 15

  • If you are a U.S. citizen or resident alien living and working (or on military duty) outside the United States and Puerto Rico, file Form 1040 and pay any tax, interest, and penalties due.
  • Make a payment of your 2022 estimated tax if you are not paying your income tax for the year through withholding . Use Form 1040-ES
  • Deposit the second installment of estimated income tax for 2023

June 19

  • Juneteenth
July 2023

July 4

  • Independence Day

July 10

  • Deadline for employees who earned more than $20 in tip income in June to report this income to their employers on Form 4070.
August 2023

August 10

  • Deadline for employees who earned more than $20 in tip income in July to report this income to their employers on Form 4070.
September 2023

September 4

  • Labor Day

September 10

  • Deadline for employees who earned more than $20 in tip income in August to report this income to their employers on Form 4070.

September 15

  • Individuals- Make a payment of your 2022 estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the third installment.
  • S Corporations- File a 2022 calendar year income tax return (Form 1120S) and pay any tax due. This due date applies only if you timely requested an automatic extension
  • Partnerships- File a 2022 calendar year return (Form 1065). This due date applies only if you were given an additional extension
  • Corporations- Deposit the third installment of estimated income tax for 2023
October 2023

October 9

  • Columbus Day

October 10

  • Deadline for employees who earned more than $20 in tip income in September to report this income to their employers on Form 4070.

October 16

  • Individuals. If you have an automatic extension to file your income tax return for 2022, file Form 1040 and pay any tax, interest, and penalties due
  • Deadline for filing a tax return if you filed an extension on the 4828 form before the 18th of April and FBAR (if applicable).
November 2023

November 10

  • Deadline for employees who earned more than $20 in tip income in October to report this income to their employers on Form 4070.
  • Veterans Day (substitute)

November 11

  • Veterans Day

November 23

  • Thanksgiving Day
December 2023

December 10

  • Deadline for employees who earned more than $20 in tip income in November to report this income to their employers on Form 4070.

December 15

  • Corporations Deposit the fourth installment of estimated income tax for 2023

December 25

  • Christmas Day

December 31

  • Last day to make any tax moves for the year.

2024 KEY DATES

January 2024

January 16

  • 4th Quarter 2023 estimated tax payment due

January 23

  • 2023 Tax season begins. This marks the first day the IRS will begin accepting and processing 2023 federal tax returns

January 31

  • Due date for employers to send W-2 forms
  • Certain 1099 forms are sent
February 2024

February 15

  • Reclaim your exemption from withholding
March 2024

March 15

  • Taxes are due for some business types (partnerships, multi-member LLCs, and S-Corporations)
April 2024

April 1

  • Required minimum distribution due if you turned 73 in 2023

April 15

  • First quarter 2024 estimated tax payment due
  • Taxes for C-Corporations are due
  • Filing deadline for 2023 returns
  • Deadline to File Form 4868 and request an extension
  • Deadline to make IRA and HSA contributions for 2023 tax year
May 2024

No tax deadlines

June 2024

June 17

  • Second quarter 2024 estimated tax payment due
July 2024

No tax deadlines

August 2024

No tax deadlines

September 2024

September 16

  • Third quarter 2024 estimated tax payment due
  • Deadline for extended partnership and S-corporation returns
October 2024

October 15

  • Deadline to file your extended 2023 tax return
  • Deadline for extended C-corporation returns
November 2024

No tax deadlines

December 2023

December 31

  • Required minimum distributions must be taken for individuals age 73 or older by the end of 2024
  • Last day to make any tax moves for the year

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