January 2024
| DATES | DETAILS |
|---|---|
| JANUARY 16 | Q4 2023 estimated tax payment due. |
| JANUARY 29 | Beginning of the 2023 tax season. |
| JANUARY 31 | The deadline for employers to submit W-2 Forms. |
| JANUARY 31 | Certain 1099 forms are sent. |
February 2024
| DATES | DETAILS |
|---|---|
| FEBRUARY 15 | Submit Form W-4 to claim exemption from withholding for 2024. |
March 2024
| DATES | DETAILS |
|---|---|
| MARCH 15 | Taxes are due for certain business entities, such as partnerships, multi-member LLCs, and S-Corporations. |
April 2024
| DATES | DETAILS |
|---|---|
| APRIL 1 | Individuals who turned 73 in 2023 must take their first required minimum distribution (RMD). |
| APRIL 15 | Deadline for contributing to individual retirement accounts (IRA) and health savings account (HSA) for the 2023 tax year. |
| APRIL 15 | Q1 2024 estimated tax payment due. |
| APRIL 15 | Taxes for C-Corporations are due. |
| APRIL 15 | Filing of Form 4868 to request a 6-month income tax return filing extension (payment of tax not extended). To be submitted by paper or online. |
June 2024
| DATES | DETAILS |
|---|---|
| JUNE 17 | Q2 2024 estimated tax payment due. |
| JUNE 17 | Military personnel stationed outside the U.S. must file their 2023 tax return. |
| JUNE 17 | Military personnel serving outside the U.S. can file Form 4868 to request a four-month extension for filing their income tax return (extension does not apply to tax payment). |
September 2024
| DATES | DETAILS |
|---|---|
| SEPTEMBER 16 | Q3 2024 estimated tax payment due. |
| SEPTEMBER 16 | Deadline for extended partnership and S-corporation returns. |
October 2024
| DATES | DETAILS |
|---|---|
| OCTOBER 15 | Deadline to file your extended 2023 tax return. |
| OCTOBER 15 | Deadline for extended C-corporation returns. |
December 2024
| DATES | DETAILS |
|---|---|
| DECEMBER 31 | Individuals aged 73 or older must take their required minimum distributions by the end of 2024. |
January 2025
| DATES | DETAILS |
|---|---|
| JANUARY 15 | Q4 quarter 2025 estimated tax payment due. |
| JANUARY 15 | Q4 quarter 2024 estimated tax payment due. |
Federal Tax Deadlines for 2023
For most, the deadline for filing an individual income tax return (Form 1040) for the tax year 2023 ended last April 15. If an extension was filed the new deadline will be extended to October 15. To get an automatic extension, submit Form 4868 on paper or online.
Note: It is important to remind clients that this extension only applies to the filing process and is not an extension to pay any taxes owed.
State Tax Deadlines for 2024
Meanwhile, while most states followed the federal deadline of April 15, some locations have a little more grace period. See which states below have different deadlines.
If you’re in a declared disaster area by the Federal Emergency Management Agency (FEMA) the IRS issued a tax deadline relief. For most of these declared disaster areas the new deadline is June 17, while some locations are granted a further delay.
Tax Due Dates by State
| State | Filing Due Date |
|---|---|
| Alabama | April 15 |
| Arizona | April 15 |
| Arkansas | April 15 |
| California | April 15 |
| Colorado | April 15 |
| Connecticut | April 15 |
| Delaware | April 30 |
| Georgia | April 15 |
| Hawaii | April 22 |
| Idaho | April 15 |
| Illinois | April 15 |
| Indiana | April 15 |
| Iowa | April 30 |
| Kansas | April 15 |
| Kentucky | April 15 |
| State | Filing Due Date |
|---|---|
| Louisiana | May 15 |
| Maine | April 17 |
| Maryland | April 15 |
| Massachusetts | April 17 |
| Michigan | April 15 |
| Minnesota | April 15 |
| Mississippi | April 15 |
| Missouri | April 15 |
| Montana | April 15 |
| Nebraska | April 15 |
| New Jersey | April 15 |
| New Mexico | April 15 (April 30 if filing electronically) |
| New York | April 15 |
| North Carolina | April 15 |
| State | Filing Due Date |
|---|---|
| North Dakota | April 15 |
| Ohio | April 15 |
| Oklahoma | April 15 (April 20 if filing electronically) |
| Oregon | April 15 |
| Pennsylvania | April 15 |
| Rhode Island | April 15 |
| South Carolina | April 15 |
| Utah | April 15 |
| Vermont | April 15 |
| Virginia | May 1 |
| West Virginia | April 15 |
| Wisconsin | April 15 |
Tips to Having a Smoother and Successful Tax Season
Encourage Your Clients to Be a Good Recordkeeper
Stay in the Loop
Utilize Tax Preparation Software
Increase Your Capacity
Avoid getting your firm stuck in a quagmire of tasks by scaling up your team. Consider outsourced accounting services to reduce costs without sacrificing the quality of service.
Stay up to Date with the Latest Tax News
Whether your firm strutted through this tax season like a champ or found your firm struggling, staying informed about tax deadlines is crucial. If you have any questions about outsourced accounting or are ready to discuss adding more team members, you can book a call with us — we’re more than happy to chat.
