Important Tax Dates

1/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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1/16/2024

Form 1040-ES

Individual Income
Description: Individuals: Estimated tax
Instructions: Final installment of prior year estimated tax by individuals, unless income tax return is filed and tax paid in full by last day of first month of following year

Form 1041-ES

Individual Income
Description: Fiduciary Estimated tax
Instructions: Fiduciary estimated tax (Form 1041-ES) 4th installment for prior year due, unless fiduciary income tax return is filed and tax paid in full by last day of first month of following year

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1/31/2024

Form 1098

Corporate Income/Franchise
Description: Information Returns
Instructions: Provide Form 1098 to each individual from whom $600 or more in mortgage interest was received in connection with a trade or business in prior year

Form Information return

Corporate Income/Franchise
Description: Information Returns
Instructions: Provide statement (no official form) to each payer in a transaction involving more than $10,000 cash during prior year. (Form 8300 must be filed with the IRS by the 15th day after the transaction.)

Form 1098-E

Corporate Income/Franchise
Description: Information Returns
Instructions: Lenders provide Form 1098-E to borrower if $600 or more of student loan interest was received

Form 1098-T

Corporate Income/Franchise
Description: Information Returns
Instructions: Certain educational institutions provide Form 1098-T if tuition was received or reimbursed

Form 1099-NEC

Corporate Income/Franchise
Description: Federal Form 1099-NEC to report nonemployee compensation
Instructions: Form 1099-NEC for prior year due

Form 8308

Pass-Through Income
Description: Information Returns
Instructions: Provide copy of Form 8308 to transferor and transferee in exchange of a partnership interest involving unrealized receivables or substantially appreciated inventory property items during prior year.

2/12/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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2/28/2024

Form 1098

Corporate Income/Franchise
Description: Information Returns
Instructions: Paper Form 1098 for each individual from whom $600 or more in mortgage interest was received in connection with a trade or business in previous year due to IRS

Form 8809

Corporate Income/Franchise
Description: Information Returns: Extension
Instructions: Extension request for filing Form 1098 on paper (Form 8809) due

Form 8809

Corporate Income/Franchise
Description: Information Returns: Extension
Instructions: Extension request for filing Form 1099-MISC on paper (Form 8809) due

Form 1099-MISC

Corporate Income/Franchise
Description: Paper filed Federal Form 1099-MISC
Instructions: Form 1099-MISC for prior year due if paper filing

Form W-2G

Individual Income
Description: Payers of Gambling Winnings
Instructions: Report of gambling winnings and tax withheld (Form W-2G) due. Due date for electronic filing is March 31. Form W-2G due to recipients by January 31.

Form 8809

Individual Income
Description: Information Returns: Extension
Instructions: Extension request for filing Form W-2G on paper (Form 8809) due

3/1/2024

Form 1040

Individual Income
Description: Income tax: Individuals
Instructions: Income tax return (Form 1040) due for farmers and fishermen who owed, but did not pay, estimated tax by 15th day of 1st month following taxable year

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3/11/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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3/15/2024

Form 2553

Pass-Through Income
Description: S Corporations
Instructions: Last day for a corporation to elect S corporation status beginning with current tax year (file Form 2553)

Form 5471

Pass-Through Income
Description: Income tax: Partnerships: Stock in foreign corporations
Instructions: Attach Form 5471 to annual partnership return and file both by due date of partnership return

Form 1065

Pass-Through Income
Description: Partnership Income Tax Return
Instructions: Partnership income tax return (Form 1065) due

Form 7004

Pass-Through Income
Description: Extension Request for Partnerships Due
Instructions: Extension request for partnerships (Form 7004) for an automatic 6-month extension to file due

Form 7004

Pass-Through Income
Description: Extension request for S Corporation Income Tax Return due
Instructions: Extension request (Form 7004) for S corporations for an automatic 6-month extension of time to file due

Form 8804

Pass-Through Income
Description: Income tax: Partnerships: Foreign partners
Instructions: Annual Return for Partnership Withholding Tax under Code Sec. 1446 due

Form 7004

Pass-Through Income
Description: Request for extension to file Annual Return for Partnership Withholding Tax under Code Sec. 1446 (Form 8804)
Instructions: Request for extension to file Annual Return for Partnership Withholding Tax under Code Sec. 1446 (Form 8804) due

Form 1120-S

Pass-Through Income
Description: S Corporation Income Tax Return Due
Instructions: S corporation income tax return (Form 1120-S) due

4/1/2024

Form 1098

Corporate Income/Franchise
Description: Information Returns
Instructions: Electronic filing of Form 1098 with the IRS due

Form 8809

Corporate Income/Franchise
Description: Information Returns: Extension
Instructions: Extension request for electronic filing of Form 1098 (Form 8809) due

Form 8809

Corporate Income/Franchise
Description: Information Returns: Extension
Instructions: Extension request for electronic filing of Form 1099-MISC (Form 8809) due

Form 1099-MISC

Corporate Income/Franchise
Description: Electronically filed Federal Form 1099-MISC
Instructions: Form 1099-MISC for prior year due if filing electronically

Form W-2G

Individual Income
Description: Payers of Gambling Winnings
Instructions: Electronic filing of Form W-2G with the IRS due

Form 8809

Individual Income
Description: Information Returns: Extension
Instructions: Extension request for electronic filing of Form W-2G (Form 8809) due

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4/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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4/15/2024

Form 1120-W

Corporate Income/Franchise
Description: Corporate estimated tax
Instructions: First installment of current year estimated income tax from corporations (Form 1120-W) due

Form 5471

Corporate Income/Franchise
Description: Income tax: Corporations: Stock in foreign corporations
Instructions: Attach Form 5471 to corporate income tax return and file both by due date for corporate tax return

Form 1120

Corporate Income/Franchise
Description: Corporation Income Tax Return
Instructions: Corporation Income Tax Return for domestic C corporations or foreign corporations with offices in the U.S. (Form 1120) due

Form 7004

Corporate Income/Franchise
Description: Corporation Income Tax Return
Instructions: Extension request for Corporation Income Tax Return (Form 7004) due

Form 1040

Individual Income
Description: Individual Income Tax Annual Return
Instructions: Individual income tax return (Form 1040) due

Form 1040-ES

Individual Income
Description: Individuals estimated tax
Instructions: First installment of current year estimated tax by individuals, other than farmers or fishermen due (Form 1040-ES)

Form 5471

Individual Income
Description: Income tax: Individuals: Stock in foreign corporations
Instructions: Attach Form 5471 to income tax return and file both by the due date for the income tax return

Form 1041

Individual Income
Description: Income tax: Fiduciary: Annual return
Instructions: Income Tax Return for Estates and Trusts (Form 1041) due

Form 4868

Individual Income
Description: Extension Request for Individual Income Tax Annual Return
Instructions: Request to obtain automatic extension (Form 4868) for individual income tax return due

Form 7004

Individual Income
Description: Income tax: Fiduciary: Annual return
Instructions: Request for extension to file Income Tax Return for Estates and Trusts (Form 7004) due

Form 1041-ES

Individual Income
Description: Fiduciary Estimated tax
Instructions: Fiduciary estimated tax (Form 1041-ES) 1st installment due

5/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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5/31/2024

Form 5498

Individual Income
Description: IRA Contribution Information
Instructions: IRA Contribution Information Statement (Form 5498) due

Form 8809

Individual Income
Description: Information Returns: Extension
Instructions: Request for extension to file IRA Contribution Information Statement (Form 8809) due

6/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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6/17/2024

EFTPS

Corporate Income/Franchise
Description: Corporate estimated tax
Instructions: Second installment of current year estimated income tax from corporations (EFTPS) due

Form 1040

Individual Income
Description: Individuals: Income tax: Annual return
Instructions: Last day for U.S. citizens and resident aliens living and working (or on military duty) outside the U.S. and Puerto Rico to file income tax return (Form 1040). Combat zone participant may get further filing extension

Form 1040-ES

Individual Income
Description: Individuals estimated tax
Instructions: Second installment of current year estimated tax by individuals, other than farmers or fishermen due (Form 1040-ES)

Form 1041-ES

Individual Income
Description: Fiduciary Estimated tax
Instructions: Fiduciary estimated tax (Form 1041-ES) 2nd installment due

7/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

8/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

9/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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9/16/2024

EFTPS

Corporate Income/Franchise
Description: Corporate estimated tax
Instructions: Third installment of current year estimated income tax from corporations (EPTPS) due

Form 1040-ES

Individual Income
Description: Estimated tax
Instructions: Third installment of current year estimated tax by individuals (Form 1040-ES)

Form 1041-ES

Individual Income
Description: Fiduciary Estimated tax
Instructions: Fiduciary estimated tax (Form 1041-ES) 3rd installment due

Form 5471

Pass-Through Income
Description: Extended Partnership Return: Stock in foreign corporations
Instructions: Attach Form 5471 to extended annual partnership return and file both by extended due date

Form 1065

Pass-Through Income
Description: Extended Partnership Income Tax Return
Instructions: Extended partnership income tax return (Form 1065) due

Form 8804

Pass-Through Income
Description: Extended - Income tax: Partnerships: Foreign partners
Instructions: Extended Annual Return for Partnership Withholding Tax under Code Sec. 1446 due

Form 1120-S

Pass-Through Income
Description: Extended S Corporation Income Tax Return
Instructions: Extended S corporation income tax return (Form 1120-S) due

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9/30/2023

Form 1041

Individual Income
Description: Income tax: Fiduciary: Extended Return
Instructions: Extended Income Tax Return for Estates and Trusts (Form 1041) due

10/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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10/15/2024

Form 5471

Corporate Income/Franchise
Description: Income tax: Corporations: Stock in foreign corporations
Instructions: Attach Form 5471 to extended corporate income tax return

Form 1120

Corporate Income/Franchise
Description: Extended Corporation Income Tax Return
Instructions: Extended Corporation Income Tax Return (Form 1120) due

Form 1040

Individual Income
Description: Extended Individual Income Tax Return Due
Instructions: Extended Individual Income Tax Return (Form 1040) due

Form 5471

Individual Income
Description: Income tax: Individuals: Stock in foreign corporations
Instructions: Attach Form 5471 to income tax return and file both by the due date for the income tax return

11/12/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

12/10/2024

Form 4070

Individual Income
Description: Report tip income if $20 or more for month
Instructions: Employee tip report (Form 4070) to employer due

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12/16/2024

EFTPS

Corporate Income/Franchise
Description: Corporate estimated tax
Instructions: Fourth installment of current year estimated income tax from corporations (EFTPS) due