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IMPORTANT TAX DEADLINES

From simple individual tax deadlines to complex business quarterly dates, here's some of the most important deadlines you should be aware of. 

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May 2024

May 10

Individuals - Report April tip income of $20 or more to employers (Form 4070).

May 10

Employers - Report Social Security and Medicare taxes and income tax withholding for first quarter 2024 (Form 941) if all associated taxes due were deposited on time and in full.

May 15

Employers - Deposit Social Security, Medicare and withheld income taxes for April if the monthly deposit rule applies.

May 15

Employers - Deposit nonpayroll withheld income tax for April if the monthly deposit rule applies.

May 15

Calendar-year exempt organizations - File a 2023 information return (Form 990, Form 990-EZ or Form 990-PF) or file for an automatic six-month extension (Form 8868). Pay any tax due.

May 15

Calendar-year small exempt organizations (with gross receipts normally of $50,000 or less - File a 2023 e-Postcard (Form 990-N) if not filing Form 990 or Form 990-EZ.

June 2024

June 10

Individuals - Report May tip income of $20 or more to employers (Form 4070).

June 17

Individuals - File a 2023 individual income tax return (Form 1040 or Form 1040-SR) or file for a four-month extension (Form 4868) if you live outside the United States and Puerto Rico or you serve in the military outside those two locations. Pay any tax, interest and penalties due.

June 17

Individuals - Pay the second installment of 2024 estimated taxes (Form 1040-ES) if not paying income tax through withholding or not paying sufficient income tax through withholding.

June 17

Calendar-year corporations - Pay the second installment of 2024 estimated income taxes, completing Form 1120-W for the corporation’s records.

June 17

Employers - Deposit Social Security, Medicare and withheld income taxes for May if the monthly deposit rule applies.

June 17

Employers - Deposit nonpayroll withheld income tax for May if the monthly deposit rule applies.

July 2024

July 10

Individuals - Report June tip income of $20 or more to employers (Form 4070).

July 15

Employers - Deposit Social Security, Medicare and withheld income taxes for June if the monthly deposit rule applies.

July 15

Employers - Deposit nonpayroll withheld income tax for June if the monthly deposit rule applies.

July 31

Employers - Report Social Security and Medicare taxes and income tax withholding for second quarter 2024 (Form 941) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.

July 31

Employers - File a 2023 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or request an extension.

August 2024

August 12

Individuals - Report July tip income of $20 or more to employers (Form 4070).

August 12

Employers - Report Social Security and Medicare taxes and income tax withholding for second quarter 2024 (Form 941), if all associated taxes due were deposited on time and in full.

August 15

Employers - Deposit Social Security, Medicare and withheld income taxes for July if the monthly deposit rule applies.

August 15

Employers - Deposit nonpayroll withheld income tax for July if the monthly deposit rule applies.

September 2024

Sept 10

Individuals - Report August tip income of $20 or more to employers (Form 4070).

Sept 16

Individuals - Pay the third installment of 2024 estimated taxes (Form 1040-ES), if not paying income tax through withholding or not paying sufficient income tax through withholding.

Sept 16

Calendar-year corporations - Pay the third installment of 2024 estimated income taxes, completing Form 1120-W for the corporation’s records.

Sept 16

Calendar-year S corporations - File a 2023 income tax return (Form 1120-S) and provide each shareholder with a copy of Schedule K-1 (Form 1120S) or a substitute Schedule K-1 if an automatic six-month extension was filed. Pay any tax, interest and penalties due.

Sept 16

Calendar-year S corporations - Make contributions for 2023 to certain employer-sponsored retirement plans if an automatic six-month extension was filed.

Sept 16

Calendar-year partnerships - File a 2023 income tax return (Form 1065 or Form 1065-B) and provide each partner with a copy of Schedule K1 (Form 1065) or a substitute Schedule K1 if an automatic six-month extension was filed.

Sept 16

Employers - Deposit Social Security, Medicare and withheld income taxes for August if the monthly deposit rule applies.

Sept 16

Employers - Deposit nonpayroll withheld income tax for August if the monthly deposit rule applies.

Sept 30

Calendar-year trusts and estates - File a 2023 income tax return (Form 1041) if an automatic five-and-a-half-month extension was filed. Pay any tax, interest and penalties due.

October 2024

Oct 10

Individuals - Report September tip income of $20 or more to employers (Form 4070).

Oct 15

Individuals - File a 2023 income tax return (Form 1040 or Form 1040-SR) if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States and Puerto Rico). Pay any tax, interest and penalties due.

Oct 15

Individuals - Make contributions for 2023 to certain existing retirement plans or establish and contribute to a SEP for 2023 if an automatic six-month extension was filed.

Oct 15

Individuals - File a 2023 gift tax return (Form 709) and pay any tax, interest and penalties due if an automatic six-month extension was filed.

Oct 15

Calendar-year bankruptcy estates - File a 2023 income tax return (Form 1041) if an automatic six-month extension was filed. Pay any tax, interest and penalties due.

Oct 15

Calendar-year C corporations - File a 2023 income tax return (Form 1120) if an automatic six-month extension was filed. Pay any tax, interest and penalties due.

Oct 15

Calendar-year C corporations - Make contributions for 2023 to certain employer-sponsored retirement plans if an automatic six-month extension was filed.

Oct 15

Employers - Deposit Social Security, Medicare and withheld income taxes for September if the monthly deposit rule applies.

Oct 15

Employers - Deposit nonpayroll withheld income tax for September if the monthly deposit rule applies.

Oct 31

Employers - Report Social Security and Medicare taxes and income tax withholding for third quarter 2024 (Form 941) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.

November 2024

Nov 12

Individuals - Report October tip income of $20 or more to employers (Form 4070).

Nov 12

Employers - Report Social Security and Medicare taxes and income tax withholding for third quarter 2024 (Form 941) if all of the associated taxes due were deposited on time and in full.

Nov 15

Employers - Deposit Social Security, Medicare and withheld income taxes for October if the monthly deposit rule applies.

Nov 15

Employers - Deposit nonpayroll withheld income tax for October if the monthly deposit rule applies.

Nov 15

Calendar-year exempt organizations - File a 2023 information return (Form 990, Form 990-EZ or Form 990-PF) if a six-month extension was filed. Pay any tax, interest and penalties due.

December 2024

Dec 10

Individuals - Report November tip income of $20 or more to employers (Form 4070).

Dec 16

Calendar-year corporations - Pay the fourth installment of 2024 estimated income taxes, completing Form 1120-W for the corporation’s records.

Dec 16

Employers - Deposit Social Security, Medicare and withheld income taxes for November if the monthly deposit rule applies.

Dec 16

Employers - Deposit nonpayroll withheld income tax for November if the monthly deposit rule applies.

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