Tax Portal Login
Tax Deadlines
Important dates to keep your taxes on track
1099 Related
| Date | Description |
|---|---|
| 01/31 | 1099's should be issued & mailed to the vendors you paid $600 or more for services |
| 02/28 | If you are paper filing the master 1099 form (A.K.A 1096), you need to mail it out by then |
| 03/31 | If you are electronically filing the master 1099 form (A.K.A 1096), you need to e-file it by then |
Payroll Related
| Date | Description |
|---|---|
| 01/31 | Deadline to file 4th Qtr Payroll Documents (940, 941, State Payroll Forms) |
| 01/31 | Issue W-2's to employees |
| 01/31 | W-3 – Submission of your W-2 to Social Security & Medicare |
| 04/30 | Deadline to file 1st Qtr Payroll Documents (940, 941, State Payroll Forms) |
| 07/31 | Deadline to file 2nd Qtr Payroll Documents (940, 941, State Payroll Forms) |
| 10/31 | Deadline to file 3rd Qtr Payroll Documents (940, 941, State Payroll Forms) |
Payroll forms include:
- 940 – Federal Unemployment Insurance
- 941 – Social Security & Medicare taxes on your salary (employee & employer side)
- State Payroll Forms – Whichever may apply
Estimated Tax Payments
| Date | Description |
|---|---|
| 01/15 | 4th Quarter Estimates Due |
| 04/15 | 1st Quarter Estimates Due |
| 06/15 | 2nd Quarter Estimates Due |
| 09/15 | 3rd Quarter Estimates Due |
To avoid an underpayment penalty, you need to pay one of the following:
- At least 90% of your current year tax obligation
- 100% of the tax owed in the prior year (whichever is smaller)
- 110% of the tax owed in the prior year if your income is over $150,000
Tax Return Deadlines
| Date | Description |
|---|---|
| 03/15 | S Corp and Partnership Tax Return or Extension Deadline |
| 03/15 | S Corp Election Deadline (If you are self-employed and want to save on paying self-employment taxes — this is a great idea!) |
| 04/15 | Personal and C Corp Tax Return or Extension Deadline |
Tax Return Deadlines — Extension
| Date | Description |
|---|---|
| 09/15 | S Corp and Partnership Tax Return Extension Deadline |
| 10/15 | Personal and C Corp Tax Return Extension Deadline |
IRA / 529 Savings Plan Deadlines
Without a Tax Extension
| Date | Description |
|---|---|
| 03/15 | Last day to make IRA (Traditional/Roth/SEP) contributions for S Corps or Partnerships — without an extension |
| 04/15 | Last day to make IRA (Traditional/Roth/SEP) contributions for personal or C Corps — without an extension |
| 04/15 | 529 College Savings Plan Deduction for GA |
With a Tax Extension
| Date | Description |
|---|---|
| 09/15 | Last day to make IRA (Traditional/Roth/SEP) contributions for S Corps or Partnerships — with an extension |
| 10/15 | Last day to make IRA (Traditional/Roth/SEP) contributions for personal or C Corps — with an extension |
Disclaimer: All information is believed accurate but is not warranted and is subject to change, errors, omissions and withdrawal without notice. Please contact us if you have questions about specific deadlines for your situation.