Important Financial Dates
January 16

Estimated Tax Payment for 4th Quarter of 2023 (Form 1040-ES)

January 31 File 2023 Tax Return (Form 1040) to Avoid Penalty if Last Installment of Estimated Tax Not Paid by January 16
April 15 File 2023 Tax Return (Form 1040) and Pay Tax Due (except for residents of Maine and Massachusetts)
April 15

File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)

April 15 File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)
April 15 Estimated Tax Payment for 1st Quarter of 2024 (Form 1040-ES)
April 15

Last Day to Contribute to Individual Retirement Account (IRA) for 2023

April 15

Withdraw Excess IRA Contributions in 2023 to Avoid Penalty if Filing of Form 1040 Was Not Extended

April 15 Last Day to Contribute to Health Savings Account (HSA) for 2023
June 17 Estimated Tax Payment for 2nd Quarter of 2024 (Form 1040-ES)
June 17 U.S. Taxpayers Living and Working Abroad File 2023 Tax Return (Form 1040)
June 17 Military Personnel on Duty Outside the U.S. File 2023 Tax Return (Form 1040)
September 15 Estimated Tax Payment for 3rd Quarter of 2024 (Form 1040-ES)
October 15 File Extended 2023 Tax Return (Form 1040) and Pay Tax Due
October 15 Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2023 by Self-Employed if Filing of Form 1040 Was Extended
December 31 Last Day to Contribute to Employer-Sponsored Retirement Plan for 2024 (401(k), 403(b), 457 or federal thrift savings plans)
December 31 Last day to withdraw Required Minimum Distributions (RMDs) by Individuals Who are 73 or Older at the End of 2023
December 31 Last Day to contribute to charity for a 2024 tax deduction

Like What You’ve Heard?

Have a minute? Fill out the contact form below and press SEND. We’ll be in touch soon.

3 + 4 =

Get started with this quick survey.