When to File Your 2023 Taxes: Key Dates and Deadlines

## 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 1. **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](https://www.irs.gov/forms-pubs/about-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](https://www.irs.gov/filing/irs-free-file-do-your-taxes-for-free) (for those with income below $73,000) - Commercial tax software like [TurboTax](https://turbotax.intuit.com/) and [H&R Block](https://www.hrblock.com/) - 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](https://www.irs.gov/) for latest tax information - [IRS disaster relief page](https://www.irs.gov/newsroom/tax-relief-in-disaster-situations) for special extensions - [Taxpayer Advocate Service](https://www.taxpayeradvocate.irs.gov/) for assistance - [IRS's Interactive Tax Assistant](https://www.irs.gov/help/ita) 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.

When to File Your 2023 Taxes: Key Dates and Deadlines

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