May
15 – Exempt organization tax returns due
APRIL
15 – Individual tax returns due; C corporation tax returns due; First-quarter 2020 estimated tax due
Other April 15 Deadlines:
- Six-month filing extension
- 2019 gift taxes
- 2019 IRA contributions
- 2019 HSA contributions
MARCH
15 – Due date for partnership and S corporation tax returns (Forms 1065, 1120S)
Reminders:
- Daylight saving time begins Sunday, March 14
FEBRUARY
Reminders:
- Receive all 1099s and W-2s
- Set up a tax appointment
- Rebalance investment portfolios
JANUARY
15 – 4th Quarter Estimated Payments Due
Start tax planning for the new year:
- Adjust withholdings
- Organize filing records
- Schedule tax consultation
- Rebalance investment portfolio