Important Tax Filing Deadlines
January 2024
- January 16, 2024: Fourth quarter estimated tax payment deadline for 2023
- January 31, 2024: Deadline for employers to send W-2 forms and businesses to issue 1099 forms
February 2024
- February 15, 2024: Deadline to file new W-4 form to continue withholding exemption from previous year
March 2024
- March 15, 2024: Filing deadline for:
- Partnerships (Form 1065)
- S-Corporations (Form 1120-S)
April 2024
- April 15, 2024: Standard deadline for:
- Filing 2023 individual tax returns
- C-Corporations (Form 1120)
- Sole Proprietors
- First quarter estimated tax payment for 2024
- Payment of any taxes owed
Special Extensions:
- Maine and Massachusetts residents: April 17, 2024
- U.S. citizens living abroad: June 17, 2024
Quarterly Estimated Tax Payment Schedule
| Payment Period | Due Date |
|---|---|
| Q4 2023 | January 16, 2024 |
| Q1 2024 | April 15, 2024 |
| Q2 2024 | June 17, 2024 |
| Q3 2024 | September 16, 2024 |
Filing Extensions
If you need more time to file, you can request an automatic extension using Form 4868, which extends your filing deadline to October 15, 2024.
An extension of time to file is NOT an extension of time to pay. Any taxes owed must still be paid by the original deadline to avoid penalties and interest.
Important Documents to Gather
Before filing, ensure you have:
- W-2 forms from employers
- 1099 forms for contract work
- Mortgage interest statements
- Property tax records
- Charitable donation receipts
- Medical expense records
- Investment income statements
Filing Options and Resources
Electronic Filing Options
- IRS Free File (for those with income below $73,000)
- Commercial tax software like TurboTax and H&R Block
- Professional tax preparers
- IRS e-file
Benefits of Filing Early
- Faster refunds
- More time to plan for taxes owed
- Reduced risk of tax identity theft
- Better access to tax preparers
- Less stress and rushing
Additional Resources
- IRS website for latest tax information
- IRS disaster relief page for special extensions
- Taxpayer Advocate Service for assistance
- IRS's Interactive Tax Assistant to determine filing requirements
Remember to check your state's department of revenue website for specific state tax deadlines, as they may differ from federal deadlines.