April15
Form 1040 -Individuals – File an income tax return for 2023 (Form 1040) and pay any tax due.
Form 1040 –Individuals– If you want an automatic 6-month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return and pay what you estimate you owe in tax to avoid penalties and interest. Then file Form 1040 by October 15.
Individuals – Make a payment of your first-quarter estimated income tax for 2024. Use Form 1040-ES. This is the first installment date for 2024 estimated tax.
Individuals – Last Day to make a 2023 IRA contribution. This is the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. However, if you have SEP, Keogh, or other eligible plan and you file an extension to Oct 15, 2024, you can wait until then to put 2023 money into those accounts.
Individuals – Withdraw excess IRA contributions in 2023 to avoid penalty if filing of form 1040 was not extended. Individuals – Contribute to Health Savings Account (HSA) for 2023.
Individuals w/Schedule C-Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2023 by Self-Employed if filing of Form 1040 was Not Extended.
Form 1120C- C Corporations – File a 2023 calendar year income tax return (Form 1120) and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 7004 and deposit what you estimate you owe in taxes Corporations – Deposit the first installment of estimated income tax for 2024. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
Form 1041- Trusts and Estates – File a 2023 calendar year income tax return (Form 1041) and pay any tax due. If you want an automatic 6-month extension of time to file the return and deposit what you estimate you owe in taxes. Form 709- Gift Tax- File a 2021 calendar year income tax return (Form 709) and pay any tax due. If you want an automatic 6-month extension of time to file the return and deposit what you estimate you owe in taxes. Form 114/FBAR- FinCEN – File a 2023 calendar year income tax return.
Form 990 – Filing deadline for organizations whose fiscal tax year ended on November 30, 2023.
April 30
Form 941 – First quarter filing deadline for 2024 Form 941, Employer’s Quarterly Federal Tax Return