2024 Important Due Dates

Ensuring timely compliance with tax filing dates and various financial obligations is crucial for effective personal and business financial management. Here’s an easy-to-follow timeline highlighting the key filing events and important dates for 2024:

Mid-January:

  • The IRS typically opens its tax filing season. Note that refunds for certain credits may not be issued until mid-February.

January 16:

  • 4th Quarter Estimated Tax Payment Due for income earned from Sept. 1 to Dec. 31 of the previous year.

January 31:

  • W-2 Distribution Deadline for employers to provide employees with their W-2 forms.

  • 1099 Distribution Deadlines for various returns like the 1099-NEC, 1099-K, and 1099-INT.

February 15:

  • Form W-4 Deadline for employees claiming tax-exempt status.

  • Additional 1099 Deadlines involving informational returns such as 1099-Bs and 1099-MISC.

April 15 - Tax Day:

  • Federal Tax Filing Deadline. Filing for a tax extension on this date only extends the time to submit, not to pay what is owed.

  • HSA and IRA Contribution Deadline for the previous tax year.

  • 1st Quarter Estimated Tax Payment Due for income earned from Jan. 1 to March 31.

June 17:

  • 2nd Quarter Estimated Tax Payment Due for income earned from April 1 to May 31.

  • Tax Deadline for Americans living abroad to file their taxes.

Mid-July:

  • Final opportunity to file a tax return for a refund on a prior-year return (up to three years back).

September 16:

  • 3rd Quarter Estimated Tax Payment Due for income earned from June 1 to August 31.

October 15:

  • Tax Extension Deadline for submitting returns if an extension was filed in April.

  • Deadline for contributions to SEP, Simple IRA, and Solo 401(k) if an extension was filed.

December 31:

  • 401(k) Contribution Deadline for qualified contributions for the current tax year.

  • RMD Deadline for required minimum distributions.

  • Charitable Donations Deadline for itemizing deductions.

Please mark these dates in your calendar to remain proactive in your tax and financial responsibilities. Our team is here to provide support through these processes and to clarify any details you may find perplexing.