Important Tax Dates

We get our tax forms infrequently enough that no one can remember exactly when each forms are supposed to be sent to us. I have compiled a short list of dates here so we can plan when to file our returns:

  • Feb 1: All W-2, 1098, and 1099 forms should be sent out by all firms.
  • April 15: Deadline to file all personal returns or extensions to file
  • June 15: Deadline for US Citizens working outside the US to file returns
  • Oct 15: Deadline to file all extended personal returns
  • Dec 31: Deadline to complete transactions that affect this tax year.
These are the most common needed dates. Their are others that apply to special situations. Most of us will only be concerned with the above dates unless you are a business owner which has a different set.

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