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Important Tax Due Dates & Deadlines – 2019 IRS Tax Calendar

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Do tax deadlines seem to sneak up on you? April 15th isn’t the only important day on the tax calendar. There are a number of important tax deadlines throughout the year that may or may not impact you depending on factors such as whether you own a business, make estimated tax payments, or contribute to a retirement account.

This tax deadline calendar should help you stay on top of those deadlines in 2019 and avoid penalties and interest. Grab your calendar or planner and jot down the dates applicable to you.

Q1 (Jan. – March): Getting Ready for Tax Filing Season

January 10

Employees who work for tips and received $20 or more in tips during December should report them to their employer using Form 4070.

January 15

Taxpayers who make quarterly estimated tax payments should make their fourth-quarter 2018 estimates. It’s also a good time for anyone who didn’t have enough tax withheld from their income to make an estimated payment. You can use Form 1040-ES to calculate and mail estimated payments or use IRS Direct Pay to make a payment online with your checking account.

You don’t have to make this payment if you file your 2018 tax return and pay any tax due by January 31, 2019. For farmers and fisherman, that deadline is extended to March 1st to avoid an estimated tax penalty.

January 31

Individuals who didn’t make their last installment of estimated tax by January 15th can file their 2018 tax return and pay any balance due by January 31st to avoid a penalty for late payment of their fourth-quarter installment.

For employers and vendors, this is the deadline to send W-2s to employees. It’s also the deadline for filing Form 1099-MISC with non-employee compensation payments in Box 7. This deadline applies to both the recipient and IRS copies of the 1099-MISC, whether your file electronically or on paper.

February 11

Employees who work for tips and received $20 or more in tips during January should report them to their employer using Form 4070.

February 15

If you claim an exemption from federal income tax withholding on Form W-4, you have until this date to file a new Form W-4 with your employer to continue your exemption for another year.

This is also the filing deadline for Informational Returns for businesses who report payments on Form 1099-B, 1099-S, or payments in Box 8 or 14 of Form 1099-MISC.

February 28

This is the deadline for paper filing of Form 1099-MISC if yours has entries in boxes other than Box 7, 8, and 14 mentioned above.

March 1

This is the deadline to file for farmers and fisherman who did not make their fourth-quarter 2018 estimated tax payment on January 15th to file their tax return and pay their balance due. If you wait until the April 15th deadline to file and pay, you may be charged a penalty for underpayment of estimated tax.

March 11

Employees who work for tips and received $20 or more in tips during February should report them to their employer using Form 4070.

March 15

This is the deadline for partnerships and S corporations to file their 2018 calendar-year returns using Form 1065 or Form 1120-S. It’s also the deadline to provide each partner or shareholder with a copy of their Schedule K-1. You can request an automatic six-month extension of time to file your return using Form 7004.

This is also the deadline for filing Form 2553 to make an S corporation election for the calendar year 2019. If the election is made after this date, S corporation treatment will not begin until the calendar year 2020.

Q2 (April – June): Tax Day & More

April 1

This is the deadline to electronically file Information Returns such as Form 1097, 1098, 3921, 3922, and W-2G with the IRS. It’s also the deadline for filing Form 1099 – without Form 1099-MISC – with the IRS.

For individuals who turned 70½ in 2017, this is the deadline to take their first Required Minimum Distribution (RMD) from an IRA or employer-sponsored retirement plan.

April 10

Employees who work for tips and received $20 or more in tips during March should report them to their employer using Form 4070.

April 15

This is a big deadline for both individuals and businesses.

For individuals, this is the deadline to file 2018 Form 1040 and pay any tax due. The exception is residents of Maine and Massachusetts, who have until April 17th.

If you need more time to prepare a complete and accurate return, you can request an automatic six-month extension using Form 4868. However, this is an extension of your time to file, not an extension of your time to pay. You must still pay any tax you estimate you owe by April 15th to avoid penalties and interest.

This is also the deadline to make your first-quarter 2019 estimated tax payment using Form 1040-ES.

Contributions to traditional and Roth IRAs for the 2018 tax year must be made by this date. Self-employed people who contribute to a SEP IRA must make their contributions before filing their individual return – so, either April 15th or October 15th if you requested an extension of time to file your tax return.

This is also the deadline to open and fund a Health Savings Account (HSA) for 2018. HSAs must be established by the tax filing deadline – without extensions – for the tax year in which your contributions will apply. So even if you extend your tax return, you will need to open and fund your HSA by this date.

If you paid cash wages of $2,100 or more to a household employee – such as a babysitter, nanny, housekeeper, or gardener – in 2018, this is the deadline to file Schedule H and report any household employment taxes. If you file Form 1040, you’ll attach Schedule H to your return. If you’re not required to file a 2018 tax return – for example, because your income is below the minimum amount required to file – you can submit Schedule H by itself.

For corporations, this is the deadline to file a 2018 calendar-year income tax return using Form 1120 and pay any tax due. If you want an automatic extension, you can request one using Form 7004. Be sure you pay any estimated tax due for 2018 by this date to avoid penalties and interest. It’s also the deadline for corporations to make their first-quarter 2019 estimated tax payment using Form 1120-W.

May 10

Employees who work for tips and received $20 or more in tips during April should report them to their employer using Form 4070.

June 10

Employees who work for tips and received $20 or more in tips during May should report them to their employer using Form 4070.

June 17

U.S. citizens or resident aliens living and working outside of the United States and Puerto Rico have until this date to file Form 1040 and pay any tax, penalties, and interest due. You can request an additional four-month extension of time to file using Form 4868.

This is also the due date for second-quarter 2019 estimated taxes. Individuals can calculate and pay their estimated taxes using Form 1040-ES. Corporations can use Form 1120-W.

Q3 (July – Sept.): Partnership & S-Corp Extensions

July 10

Employees who work for tips and received $20 or more in tips during June should report them to their employer using Form 4070.

August 12

Employees who work for tips and received $20 or more in tips during July should report them to their employer using Form 4070.

September 10

Employees who work for tips and received $20 or more in tips during August should report them to their employer using Form 4070.

September 16

This is the deadline for making third-quarter 2019 estimated tax payments. Individuals can calculate and pay their estimated taxes using Form 1040-ES. Corporations can use Form 1120-W.

For partnerships and S corporations that requested a six-month extension of time to file their 2018 return, this is the deadline to file that return and provide each partner with a Schedule K-1.

Q4 (Oct. – Dec.): Individual Extensions & RMDs

October 10

Employees who work for tips and received $20 or more in tips during September should report them to their employer using Form 4070.

October 15

This is the deadline for individuals and corporations that requested a six-month extension to file their 2018 tax returns.

It’s also the deadline to make SEP IRA contributions if you filed a request for an extension of time to file your return.

November 12

Employees who work for tips and received $20 or more in tips during October should report them to their employer using Form 4070.

December 10

Employees who work for tips and received $20 or more in tips during November should report them to their employer using Form 4070.

December 16

This is the deadline for corporations to make their fourth-quarter 2019 estimated tax payment using Form 1120-W.

December 31

RMDs must be taken by this date, as long as this is not your first RMD. If you turn 70½ in 2019, you’ll get a three-month extension until April 1, 2020. However, keep in mind that if you wait until after year-end to take your RMD, you’ll have to take two RMDs in one year in 2020. That could impact your income tax bracket or Medicare eligibility. The penalty for not taking a timely distribution once you turn 70½ is 50% of the amount of the distribution.

If you decided to convert your existing IRA or an old 401(k) into a Roth IRA, you have until December 31st to make the conversion for the 2019 tax year.

Note that these deadlines apply to calendar-year taxpayers. Fiscal-year taxpayers may need to change some of these dates using the guidance available in IRS Publication 509.

Final Word

Many taxpayers scramble each year to meet the deadlines mentioned above. If last year’s tax season felt like a fire drill, this list should help you do better in the coming year. Schedule reminders for the applicable deadlines now and file receipts and other tax records in an organized manner throughout the year. It will make dealing with tax deadlines and filing on time easier when tax season inevitably arrives.

If you need more help, be sure to check out our complete tax filing guide.

What tax deadlines have caused you trouble in the past? What will you do this year to stay on top of your tax filing requirements?

Janet Berry-Johnson
Janet Berry-Johnson is a Certified Public Accountant. Before leaving the accounting world to focus on freelance writing, she specialized in income tax consulting and compliance for individuals and small businesses. She lives in Omaha, Nebraska with her husband and son and their rescue dog, Dexter.

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