Here’s some information to start off the New Year. The dates below are accurate as of writing this article. Some of these dates may change, check IRS.gov or FTB.ca.gov for any updated dates.
January 15 – Final 2024 estimated payment due for both Federal and State, if paying estimated individual payments.
January 20 – The estimated date the IRS will start to accept E-filed tax returns. This date may change depending on the IRS readiness.
January 31 – When your Employer must either mail your Form W-2, or have the form be available to you electronically.
February 17 – The earliest date the IRS can start processing refunds that include Earned Income Tax Credit (EITC), Additional Child Tax Credit (ACTC) and/or refundable portions of the American Opportunity Credit (AOC). If receiving any of these credits, your refund should be issued the first week of March. If you’re not claiming any of the above tax credits and you e-file with direct deposit, 9 out of 10 taxpayers will receive their refunds within 21 days after the IRS receives your tax return.
March 17 – The filing date for Partnership Income Tax Returns (Form 1065) and S-Corporation Income Tax returns (Form 1120S).
April 15 – The filing date for Individual Income Tax returns (Form 1040), Trusts (Form 1041), and C-Corporations (Form 1120).
April 15 – Due Date to file a 6-month extension for individual tax returns.
April 15 – First estimated payment due for both Federal and State, if paying individual estimated payments.
May 15 – The filing date for Tax Exempt Organizations (Form 990).
June 16 – Second estimated payment due for both Federal and State, if paying individual estimated payments.
September 15 – The extension deadline for Partnerships and S-Corporations.
September 15 – Third estimated payment due for both Federal and State, if paying individual estimated payments.
October 15 – The extension deadline for Individual and C-Corporations.
November 17 – The extension deadline for Tax Exempt Organizations.
The above dates are for a calendar year. If your entity is based on a fiscal year, please contact your tax preparer or the IRS for your due dates.
Wishing you all a happy and prosperous New Year.
