Tax season can be stressful, but staying organized and aware of important deadlines helps ensure a smooth filing process. Here are the critical dates every taxpayer should mark on their calendar.
Individual Tax Deadlines
January 31, 2024
Employers must send W-2 forms to employees and 1099 forms to contractors. If you haven't received yours by early February, contact your employer or client.
April 15, 2024
The main tax filing deadline for individual returns (Form 1040). This is also the deadline for:
- First quarter estimated tax payment (Q1 2024)
- IRA and HSA contributions for 2023
- Filing extension requests (Form 4868)
June 17, 2024
Second quarter estimated tax payment deadline for self-employed individuals and those with significant non-wage income.
September 16, 2024
Third quarter estimated tax payment deadline.
October 15, 2024
Extended filing deadline for individual returns. If you filed an extension in April, this is your final deadline.
Business Tax Deadlines
March 15, 2024
Filing deadline for S-corporations (Form 1120-S) and partnerships (Form 1065). Also the deadline for corporate extension requests.
April 15, 2024
Filing deadline for C-corporations (Form 1120) with calendar year-end.
September 16, 2024
Extended filing deadline for S-corporations and partnerships.
Tips for a Smooth Tax Season
- Start early - Gather documents as they arrive
- Stay organized - Use folders or digital systems to track receipts
- Review last year's return - Identify recurring deductions
- Consider professional help - Complex situations benefit from CPA expertise
Don't Wait Until the Last Minute
Filing early gives you time to address issues and potentially receive refunds sooner. Find a CPA today to ensure you're prepared for tax season.