Take A Look - Help Us Make These with Plenty of Time to Spare!

January

  • 17th – Estimated Tax Payment for 4th quarter 2022 (Form 1040-ES)
  • 31st – Employer deadline to send W-2's, 1099's

February

  • 15th - File Form W-4 to Reclaim Exemption from Withholding for 2023
  • 15th - File Financial Institutions mail out 1099's related to brokerage account activity, real estate transactions, etc.
  • 15th - Businesses mail form 1099 & 1096 to IRS

March

  • 1st – Request to file extension
  • 15th – S Corps (1120S)/Partnerships/LLCs (1065) Tax Returns due with payment - OR request for an extension due with estimated payment.

April

  • 1stSEP-IRA contributions can be made for the prior year up until the tax filing* deadline. You can set up the account and pay into it until April 15.
    • *Payment is required before tax filing.
  • 1st - First Required Minimum Distribution (RMD) by Individuals who turned 72 in 2022
  • 15th – ROTH retirement contributions for 2022
  • 18th – Personal & Corporate Income Tax Returns & Payment Due
  • 18th - Extensions - Request 6-Month Income Tax Return Filing Extension* (payment of tax not extended) Form 4868
    • ​*Payment is required
  • 18th - Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES)
  • 18th - Contribute to Individual Retirement Account (IRA) for 2022
  • 18th - Contribute to Health Savings Account (HSA) for 2022
  • 18th - Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Not Extended