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

January

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

February

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

March

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

April

• 1^st – SEP-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.
• 1^st - First Required Minimum Distribution (RMD) by Individuals who turned 72 in 2022

• 15^th – ROTH retirement contributions for 2022

• 18^th – Personal & Corporate Income Tax Returns & Payment Due

• 18^th - Extensions - Request 6-Month Income Tax Return Filing Extension* (payment of tax not extended) Form 4868
  • ​*Payment is required

• 18^th - Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES)

• 18^th - Contribute to Individual Retirement Account (IRA) for 2022

• 18^th - Contribute to Health Savings Account (HSA) for 2022

• 18^th - 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