Tax Deadlines for Filing Returns

Sandy Botkin
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I constantly am asked about when to file tax returns, extensions, estimated tax forms etc. Thus, I thought I would post this as a great reference for all of you. Please feel free to print this out and share with your friends and family, I think you will find it very useful:

  1. Tax returns (Form 1040): 15th day of fourth month after end of tax year, which for most people is April 15
  2. Estimated tax payments: These are due on the 15th day of the fourth, sixth,and ninth month of your tax year. The fourth and final installment is due on the 15th day of the first month following the close of your tax year. This means that for most people on a calendar year basis, you file estimates on April 15, June 15, Sept. 15 and Jan 15th of the following year.
  3. Corporate tax returns are due on the 15th day of the third month following the close of the tax year.
  4. Corporate estimated taxes are due on the 15th day of the fourth, sixth, ninth and 12th month of the corporation tax year.
  5. Switching to S Corp status: If you want to switch from being a C corp to an S corp, you must make this election by 15th day of the third month of the year in which the election will apply. NOTE: you can make the election any time in the preceding year for the following year.
  6. Partnership returns are due on the 15th day of the fourth month following the close of the partnership tax year.
  7. All partnerships must provide partners with K-1s showing their share of income, and other items and are due same day as the partnership return. This could cause you to file for an extension of your individual return since you might not have the partnership K-1s in time.
  8. Extensions for filing individual and corporate tax returns must be filed before the tax return is due, which is normally April 15 for individual returns and March 15 for corporate returns. You get a 6-month automatic extension to file returns when you file for an extension.
  9. Estate tax returns, Form 706, must be filed and any tax due must be paid within nine months after the decedent’s date of death. However, an automatic sic-month extension of time to file the return is granted for all estates by filing IRS Form 4768, Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes, but this does not delay the time to pay any tax that may be due. In addition, under certain limited circumstances additional time to file the return may be granted.

Hope all this helps.


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