2023-24 Tax Events Calendar
| 01/17/2023 | Estates & Trusts 4th Estimated Tax Payment Individuals, Farmers & Fishermen Pay 4th Quarter Estimated Tax Payment |
|---|---|
| 01/17/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 01/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 01/31/2023 | Furnish W-2s recipients and file forms to Social Security Administration |
| 01/31/2023 | Furnish FORM 1099-NEC to recipients and file forms to IRS |
| 01/31/2023 | Furnish FORM 1099-MISC to recipients |
| 01/31/2023 | Furnish 1099 Dividends and Interest to recipients |
| 01/31/2023 | 4th Quarter Payroll Reports |
| 01/31/2023 | File Employers Annual Payroll Returns to IRS and SSA |
| 01/31/2023 | File Annual Payroll for Agricultural employees |
| 01/31/2023 | 4th Quarter Federal Excise Tax Return & Payment Voucher |
| 02/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 02/28/2023 | File US transmittal of US information Returns (OTHER THAN 1099-NEC) – Paper File |
| 02/28/2023 | Mortgage Interest file Form 1098s with IRS |
| 02/28/2023 | File Form 2290 - Heavy Highway Vehicles |
| 03/01/2023 | Farmers and Fishermen must file Tax returns and pay any tax due (to avoid any estimated Tax penalty) |
| 03/15/2023 | Foreign Persons US Income subject to withholdings |
| 03/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 03/15/2023 | S-Corp Election Decision Due (if Applicable) |
| 03/15/2023 | S Corporate Returns Due / Calendar Year (Or Extension Due) |
| 03/15/2023 | Issue K-1's S Corporate Returns / Calendar Year |
| 03/15/2023 | Partnership Returns Due / Calendar Year (Or Extension Due) |
| 03/15/2023 | Issue K-1's with Partnership Returns |
| 03/15/2023 | Electing Large Partnership Returns due |
| 03/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 03/15/2023 | Electing Large Partnerships - Issue K-1s to partners - even if you're on extension |
| 03/31/2023 | Electronic filing of US transmittal of US information Returns (Other than 1099-NEC) |
| 03/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 04/18/2023 | File FinCen Form 114 - Report of Foreign Banks with $10,000 anytime during year (2022). (Or automatic extension for ALL filers until October 15, 2023) |
| 04/18/2023 | Corporate Tax Returns due / Calendar Year (Or Extension Due) |
| 04/18/2023 | Last Day to set up and fund IRAs and Roth IRAs for previous year |
| 04/18/2023 | Individual Personal Returns due (or Extension Due) |
| 04/18/2023 | Personal Returns due - Nonresident, US income, etc. |
| 04/18/2023 | US Gift and Generation-Skipping Transfer Tax Return (Or Extension Due) |
| 04/18/2023 | Estate & Trusts Returns are due; Bankruptcy fillings use the same form (Or Extension Due) |
| 04/18/2023 | Individuals, Farmers & Fishermen Pay 1st Quarter Estimated Tax Payment |
| 04/18/2023 | Corporations - 1st Quarter Estimate Tax payment Due |
| 04/18/2023 | Estates & Trusts 1st Estimated Tax Payment |
| 04/18/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 05/01/2023 | 1st Quarter Federal Excise Tax Return & Payment Voucher - Form 720 |
| 05/01/2023 | 1st Quarter Payroll Tax Returns Due |
| 05/01/2023 | Deposit FUTA Tax if more than $500 was paid through March 31st |
| 05/01/2023 | File Form 2290 - Heavy Highway Vehicles |
| 05/15/2023 | Exempt Corporations / Calendar Year (Or Extension Due) |
| 05/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 05/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 06/15/2023 | Individuals, Farmers & Fishermen Pay 2nd Quarter Estimated Tax Payment |
| 06/15/2023 | Corporations - 2nd Quarter Estimate Tax payment Due |
| 06/15/2023 | Estates & Trusts 2nd Estimated Tax Payment |
| 06/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 06/15/2023 | US Taxpayers Overseas Individual Personal Returns due |
| 06/15/2023 | US Taxpayers Overseas Claim Foreign Earned Income |
| 06/15/2023 | US Individuals Overseas Personal Return Extensions due |
| 06/30/2023 | File Form 2290 - Heavy Highway Vehicles |
| 07/17/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 07/31/2023 | 2nd Quarter Payroll Tax Returns Due |
| 07/31/2023 | Deposit FUTA tax if more than $500 was paid through June 30th |
| 07/31/2023 | Employers File Annual Return for Employee Benefits Plan 5500 or 5500-EZ |
| 07/31/2023 | Employers File request for Extension filing Employee Benefits Plan Return |
| 07/31/2023 | 2nd Quarter Federal Excise Tax Return & Payment Voucher – Form 720 |
| 07/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 08/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 08/31/2023 | Time for businesses to consider setting up retirement plans |
| 08/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 09/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 09/15/2023 | Partnership Returns Due- FINAL DEADLINE |
| 09/15/2023 | S-Corporate Returns Due- FINAL DEADLINE |
| 09/15/2023 | Individuals, Farmers & Fishermen Pay 3rd Quarter Estimated Tax Payment |
| 09/15/2023 | Corporations - 3rd Quarter Estimate Tax payment Due |
| 09/15/2023 | Estates & Trusts 3rd Estimated Tax Payment |
| 09/15/2023 | Deadline for Corporations and Partnerships to fund SEP-IRAs for previous year. |
| 10/02/2023 | Last day to establish SIMPLE plans for current year |
| 10/02/2023 | Estate & Trusts Returns - Final Deadline; Bankruptcy fillings use the same form |
| 10/02/2023 | Time for businesses to consider setting up retirement plans |
| 10/16/2023 | FinCEN Form 114 (for 2022) – FINAL DEADLINE |
| 10/16/2023 | Individual Personal Returns due – FINAL DEADLINE |
| 10/16/2023 | Personal Returns due - Nonresident, US income, etc. FINAL DEADLINE |
| 10/16/2023 | Corporate Returns Due/Calendar Year - FINAL DEADLINE |
| 10/16/2023 | Deadline for Schedule C filer to fund SEP-IRAs for previous year. |
| 10/16/2023 | US Gift and Generation-Skipping Transfer Tax Return - Final Deadline |
| 10/16/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 10/16/2023 | Employers File Annual Return for Employee Benefits Plan 5500 or 5500-EZ (if on extension) |
| 10/31/2023 | 3rd Quarter Payroll Tax Returns Due |
| 10/31/2023 | Deposit FUTA tax if more than $500 was paid through September 30th |
| 10/31/2023 | 3rd Quarter Federal Excise Tax return & Payment Voucher – Form 720 |
| 10/31/2023 | File Form 2290 - Heavy Highway Vehicles |
| 11/15/2023 | Exempt Corporations/Calendar Year – FINAL DEADLINE |
| 11/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 11/30/2023 | File Form 2290 - Heavy Highway Vehicles |
| 12/15/2023 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 12/15/2023 | Corporations - 4th Quarter Estimate Due |
| 12/31/2023 | Last Day to Open/set-up KEOGH account for 2023 deposits (Contributions) |
| 01/02/2024 | File Form 2290 - Heavy Highway Vehicles |
| 01/16/2024 | Individuals, Farmers & Fishermen Pay 4th Quarter Estimated Tax Payment |
| 01/16/2024 | Estates & Trusts 4th Estimated Tax Payment |
| 01/16/2024 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 01/31/2024 | File Form 2290 - Heavy Highway Vehicles |
| 01/31/2024 | 4th Quarter Payroll Returns due |
| 01/31/2024 | File Employers Annual Payroll Reports |
| 01/31/2024 | File Annual Payroll for Agricultural employees |
| 01/31/2024 | 4th Quarter Federal Excise Tax Return & Payment Voucher – Form 720 |
| 01/31/2024 | Furnish W-2’s to recipients and file forms to Social Security Administration |
| 01/31/2024 | Furnish 1099 NEC to recipients and file with IRS |
| 01/31/2024 | Furnish 1099 Interest to recipients |
| 01/31/2024 | Furnish 1099 Dividends to recipients |
| 02/15/2024 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 02/29/2024 | File Form 2290 - Heavy Highway Vehicles |
| 02/29/2024 | File US transmittal of US information Returns OTHER THAN 1099-NEC, if Paper file |
| 02/29/2024 | Mortgage Interest file Form 1098s with IRS |
| 03/15/2024 | Foreign Persons US Income subject to withholdings |
| 03/15/2024 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 03/15/2024 | S-Corp Election Decision Due (if Applicable) |
| 03/15/2024 | S Corporate Returns Due / Calendar Year (Or Extension Due) |
| 03/15/2024 | Issue K-1's S Corporate Returns / Calendar Year |
| 03/15/2024 | Partnership Returns Due / Calendar Year (Or Extension Due) |
| 03/15/2024 | Issue K-1's with Partnership Returns |
| 03/15/2024 | Electing Large Partnership Returns due |
| 03/15/2024 | Employers Make Monthly Payroll tax deposit on the 15th of each month |
| 03/15/2024 | Electing Large Partnerships - Issue K-1s to partners - even if you're on extension |
| 04/01/2024 | File Form 2290 - Heavy Highway Vehicles |