The TaxMama 2014 / 2015 – Tax Calendar

Date
Action Required
11/15/2013Employers Make Monthly Payroll tax deposit on the 15th of each month
12/16/2013Employers Make Monthly Payroll tax deposit on the 15th of each month
12/16/2013Corporations - 4th Quarter Estimate Due
12/31/2013Last Day to Open KEOGH account for 2013 deposits
1/15/2014Individuals, Farmers & Fishermen Pay 4th Quarter Estimated Tax Payment
1/15/2014Estates & Trusts 4th Estimated Tax Payment
1/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
1/31/2014File Form 2290 - Heavy Highway Vehicles
1/31/2014Furnish W-2s recipients
1/31/2014Furnish 1099 MISC to recipients
1/31/2014Furnish 1099 Interest to recipients
1/31/2014Furnish 1099 Dividends to recipients
1/31/20144th Quarter Payroll Reports
1/31/2014File Employers Annual Payroll Reports
1/31/2014File Annual Payroll for Agricultural employees
1/31/20144th Quarter Federal Excise Tax Return & Payment Voucher
2/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
2/28/2014File W-3, W-2's with Social Security Admin
2/28/2014File US transmittal of US information Returns
2/28/2014Mortgage Interest file Form 1098s with IRS
3/17/2014Foreign Persons US Income subject to withholdings
3/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
1/6/2014Employers Make Semi-Weekly Payroll tax deposit on Wednesday's & Friday's
1/15/2014Individuals, Farmers & Fishermen Pay 4th Estimated Tax Payment
1/15/2014Estates & Trusts 4th Estimated Tax Payment
1/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
1/31/2014File Heavy Highway Vehicles Form 2290 - various deadlnes - see form instructions
1/31/2014File Form 730 - Tax Return for Wagers (Accepting Wagers, Pool, Lottery for Profit). Note: This is a monthly form.
1/31/2014Furnish W-2s recipients
1/31/2014Furnish 1099 MISC to recipients
1/31/2014Furnish 1099 Interest to recipients
1/31/2014Furnish 1099 Dividends to recipients
1/31/2014Furnish 1098s to borrowers - Mortgage interest
1/31/2014File 4th, Quarter Payroll Reports
1/31/2014File Employers Annual Payroll Reports
1/31/2014File Annual Payroll for Agricultural employees
1/31/2014Employer's Annual Federal Unemployment (FUTA) Tax Return
1/31/2014Individuals who missed 4th estimated pmt - May file & pay taxes now
2/17/2014Employees to File new W-4 with Employer
2/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
2/28/2014File Paper copy W-3's with Social Security Admin including copies of W-2's
2/28/2014File paper copy of US transmittal of US information Returns
2/28/2014Farmers & Fisherman - Use Personal Income Tax Return - Sole Proprietor
2/28/2014Employers File Annual Report for Employees TIP Income - Form 8027
3/17/2014S-Corp Election Decision Due (if Applicable)
3/17/2014S Corporate Returns Due / Calendar Year
3/17/2014Issue K-1's S Corporate Returns / Calendar Year
3/17/2014Corporate Returns Due / Calendar Year
3/17/2014Corporate Returns/S Corp Extensions Due / Calendar Year
3/17/2014Form 1042S - Foreign Persons US Income subject to withholdings
3/17/2014Form 1042 - Annual Tax Return of US Income subject to withholdings of Foreign Persons
3/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
3/17/2014Electing Large Partnerships - Issue K-1s to partners - even if you're on extension
3/17/2014Electronic filing of W-3's with Social Security Admin including issued W-2's
3/17/2014Electronic filing of US transmittal of US information Returns
4/15/2014Last Day to set up and fund IRAs and Roth IRAs for previous year
4/15/2014Individual Personal Returns due
4/15/2014Personal Returns due - Nonresident, US income, etc.
4/15/2014Personal Returns due - Easy Form Return
4/15/2014Personal Returns due - Not Itemizing Return Form
4/15/2014Personal Return - Extensions due
4/15/2014US Gift and Generation-Skipping Transfer Tax Return
4/15/2014US Gift and Generation-Skipping Transfer Tax Return Extension Due
4/15/2014Partnership Returns due
4/15/2014Issue K-1's with Partnership Returns
4/15/2014Electing Large Partnership Returns due
4/15/2014Estate & Trusts Returns are due; Bankruptcy fillings use the same form
4/15/2014Partnership, Estate & Trusts Returns - Extensions due
4/15/2014Individuals, Farmers & Fishermen Pay 1st Quarter Estimated Tax Payment
4/15/2014Corporations - 1st Quarter Estimate Tax payment Due
4/15/2014Estates & Trusts 1st Estimated Tax Payment
4/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
4/30/2014Deposit FUTA tax if more than $500 was paid through March 31st
4/30/20141st Quarter Payroll Tax Returns Due
4/30/20141st Quarter Federal Excise Tax Return & Payment Voucher - Form 720
5/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
6/17/2014Individuals, Farmers & Fishermen Pay 2nd Quarter Estimated Tax Payment
6/17/2014Corporations - 2nd Quarter Estimate Tax payment Due
6/17/2014Estates & Trusts 2nd Estimated Tax Payment
6/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
6/17/2014US Taxpayers Overseas Individual Personal Returns due
6/17/2014US Taxpayers Overseas Claim Foreign Earned Income
6/17/2014US Individuals Overseas Personal Return Extensions due
6/30/2014File Form TDF 90-22.1 - Report of Foreign Banks with $10,000 anytime during year
7/16/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
7/31/20142nd Quarter Payroll Taxes Due
7/31/2014Deposit FUTA tax if more than $500 was paid through June 30th
7/31/2014Employer's Deposit Federal Unemployment (FUTA)
7/31/2014Employers File Annual Return for Employee Benefits Plan 5500
7/31/2014Employers File Annual Return for Employee Benefits Plan 5500-EZ
7/31/2014Employers File request for Extension filing Employee Benefits Plan Return
7/31/20142nd Quarter Federal Excise Tax Return & Payment Voucher
8/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
9/1/2014Time for businesses to consider setting up retirement plans
9/16/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
9/16/2014Partnership Returns Due- FINAL DEADLINE
9/16/2014Corporate Returns Due- FINAL DEADLINE
9/16/2014S Corporate Returns Due- FINAL DEADLINE
9/16/2014Estate & Trusts Returns - Final Deadline; Bankruptcy fillings use the same form
9/16/2014Individuals, Farmers & Fishermen Pay 3rd Quarter Estimated Tax Payment
9/16/2014Corporations - 3rd Quarter Estimate Tax payment Due
9/16/2014Estates & Trusts 3rd Estimated Tax Payment
9/16/2014Deadline for Corporations and Partnerships to fund SEP-IRAs for previous year.
9/30/2014Last day to establish SIMPLE plans for current year
9/30/2014Time for businesses to consider setting up retirement plans
10/15/2014Personal Returns due - Nonresident, US income, etc.
FINAL DEADLINE
10/15/2014Personal Returns due - Easy - Final Deadline
10/15/2014Personal Returns due - Not Itemizing - Final Deadline
10/15/2014Deadline for Schedule C filer to fund SEP-IRAs for previous year.
10/15/2014Net Operating Loss - Eligible Small Business carry back loss
10/15/2014US Gift and Generation-Skipping Transfer Tax Return - Final Deadline
10/15/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
10/15/2014Employers File Annual Return for Employee Benefits Plan 5500, if on extension
10/15/2014Employers File Annual Return for Employee Benefits Plan 5500-EZ, , if on extension
10/31/20143rd Quarter Payroll Taxes Due
10/31/2014Employer's Deposit Federal Unemployment Tax (FUTA) - if total due is more than $500 through Sept 30th.
10/31/20143rd Quarter Federal Excise Tax Return & Payment Voucher - Form 720
11/17/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
12/16/2014Employers Make Monthly Payroll tax deposit on the 15th of each month
12/16/2014Corporations - 4th Quarter Estimate Due
12/31/2014Last Day to Open KEOGH account for 2014 deposits
1/15/2015Individuals, Farmers & Fishermen Pay 4th Quarter Estimated Tax Payment
1/15/2015Estates & Trusts 4th Estimated Tax Payment
1/15/2015Employers Make Monthly Payroll tax deposit on the 15th of each month
2/2/2015File Form 2290 - Heavy Highway Vehicles
2/2/2015Furnish W-2s recipients
2/2/2015Furnish 1099 MISC to recipients
2/2/2015Furnish 1099 Interest to recipients
2/2/2015Furnish 1099 Dividends to recipients
2/2/20154th Quarter Payroll Reports
2/2/2015File Employers Annual Payroll Reports
2/2/2015File Annual Payroll for Agricultural employees
2/2/20154th Quarter Federal Excise Tax Return & Payment Voucher
2/17/2015Employers Make Monthly Payroll tax deposit on the 15th of each month
3/2/2015File W-3, W-2's with Social Security Admin
3/2/2015File US transmittal of US information Returns
3/2/2015Mortgage Interest file Form 1098s with IRS
3/17/2015Foreign Persons US Income subject to withholdings
3/17/2015Employers Make Monthly Payroll tax deposit on the 15th of each month
4/15/2015Individual Personal Returns due
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