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Tax Deadlines Organized by Date

January 15, 2016

Deadline to pay the fourth quarter estimate tax payment for the year 2015.

However, you can skip this fourth estimated payment without penalty if you file the return and pay the balance in full by February 1, 2016.

January 19, 2016

The Internal Revenue Service will begin processing tax returns, both electronically-filed and paper-filed returns.

February 1, 2016

Deadline for employers to mail out Form W-2 to employees and for businesses to furnish Form 1099 statements reporting, among other things, non-employee compensation, bank interest, dividends, and distributions from a retirement plan.

Deadline for self-employed individuals to file and to pay their tax and avoid a penalty for not making the 4th quarter estimated tax payment.

February 15, 2016

Deadline for employees who claim exemption from withholding to file a new Form W-4 with their employers.

Deadline for financial institutions to mail out Form 1099-B, relating to sales of stock, bonds or mutual funds through a brokerage account; Form 1099-S, relating to real estate transactions; and Form 1099-MISC (only if reporting payments in boxes 8 or 14).

February 29, 2016

Deadline for businesses to mail Forms 1099 and 1096 with the IRS if filing on paper. (If filing these forms electronically, the deadline is March 31.)

March 1, 2016

Deadline for farmers and fishermen who have a balance due on their taxes to file their individual tax return and pay the balance due without incurring any late payment penalties.

March 15, 2016

Deadline for corporate tax returns (Forms 1120, 1120A, and 1120S) for the year 2015, or to request automatic 6-month extension of time to file (Form 7004) for corporations who use the calendar year as their tax year.

Final deadline to file an amended corporate tax return (Form 1120X) for tax year 2012 and still claim a tax refund. (Refunds expire three years from the original due date of the return.)

 

 

 

 

 

April 18, 2016

Deadline to file individual tax returns (Form 1040, 1040A, or 1040EZ) for the year 2015 or to request an Automatic Extension (Form 4868). An extension provides an extra six months to file your return. Payment of the tax is still due by April 18th. You can submit payment for tax along with the extension form.

Last day to make a contribution to traditional IRA, Roth IRA, Health Savings Account, SEP-IRA or solo 401(k) for the 2015 tax year. (If you get an extension, you will have until October 15th to fund a SEP-IRA or solo 401(k).)

1st quarter estimated tax payments due for the 2016 tax year.

Final deadline to file an original tax return (Form 1040) for tax year 2012 and still claim a tax refund, as refunds expire three years from the original due date of the tax return.

Final deadline to file amended tax return (Form 1040X) for tax year 2012 and still claim a tax refund. (Be sure to mail the amended return well before April 15th to make sure your tax refund will be processed in a timely manner. And be sure to obtain proof of mailing, such as a certified mail with return receipt.)

Deadline to file estate income tax or trust income tax returns (Form 1041) or to request an automatic 5-month extension of time to file (Form 7004).

Deadline to file partnership tax returns (Form 1065) or to request an automatic 5-month extension of time to file (Form 7004).

Final deadline for estates, trusts, or partnerships to file an amended tax return and still claim a tax refund for the year 2012, as refunds expire three years from the original due date of the tax return.

May 16, 2016

Deadline for tax-exempt organizations to file information returns (Form 990) for the year 2015, or request an extension (Form 8868).

May 31, 2016

Deadline for financial institutions to send out Form 5498 to report balances in an individual retirement account for the year 2015.

June 15, 2016

2nd quarter estimated tax payments due for the 2016 tax year.

Deadline for US citizens living abroad to file individual tax returns and to pay any tax due. You can request an additional 4-month extension (Form 4868).

June 30, 2016

Deadline to file Foreign Bank Account Report for the year 2015. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts. Foreign Bank Account Reports (FinCEN Form 114) must be filed electronically. Extensions of time to file are not available this year (but they will be available starting in 2017).

 

 

 

 

September 15, 2016

3rd quarter estimated tax payments due for the 2016 tax year.

Final deadline to file corporate tax returns (Forms 1120, 1120A and 1120S) for the year 2015 if an extension was requested.

Final deadline to file trust income tax returns (Form 1041) for the year 2015 if an extension was requested.

Final deadline to file partnership tax returns (Form 1065) for the year 2015 if an extension was requested.

October 1, 2016

Deadline for self-employed persons or small employers to establish a SIMPLE-IRA for the year 2016.

October 17, 2016

Final deadline to file individual tax returns (Forms 1040, 1040A, 1040EZ.) for the year 2015.

Last day the IRS will accept an electronically filed tax return for the year 2015. If filing after October 15th, you’ll need to mail in your tax return for processing.

Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2015 if you requested an automatic extension of time to file.

November 2016

Start planning any year-end tax moves.

December 1, 2016

If you are covered by an HSA-compatible health insurance policy as of December 1st, you’ll be eligible to contribute to a Health Savings Account for the year.

December 31, 2016

Last day to make any tax moves for the year 2016. Last day to set up a solo 401(k) for self-employed persons.

Marital status on this date determines your marital status for the whole year.

On the IRS Web site: Tax Calendars for 2016 (IRS Publication 509)

 

PKC Kuebler, APC is a full-service public accounting firm registered and licensed to practice as an accountancy corporation by the California Board of Accountancy . The information provided is intended for general tax and accounting needs. Articles are written for informational purposes only and should not be seen as any kind of advice. Content is accurate and true to the best of our knowledge, however, there may be omissions, errors or mistakes and it is advised you contact your CPA before taking any financial action. The opinions expressed in our articles do not reflect the opinions of any organizations in which we are affiliated with.

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