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Today is: Friday, July 30, 2010
You should remember these dates. They're important.
Tax Tip
If you are in a civil union or same-sex marriage, your tax filing status is likely different under state and federal law. As a result, your tax situation is probably extremely complicated. We can help you sort out these complexities.
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This calendar lists a lot of important tax-related dates for individuals, businesses, non-profits and employers1, 2, 3. If you're not a calendar-year taxpayer, these dates may be different. Let us know if you need further information or have questions.
(I) = Individual (B) = Business (NP) = Non-profit (E) = Employer
When a date falls on a weekend or federal holiday, it's typically acceptable to complete by the next business day.
January Feb Mar Apr May June July Aug Sep Oct Nov Dec
| 1 | (E) | Stop advance EIC payments for employees that don't give you a new Form W-5. |
| 10 | (I) | If you received more than $20 in tips during December, report them to your employer (for 2009, this date is 1/12; for 2010, this date is 1/11). |
| 15 | (I) | Make your fourth estimated tax payment for the prior year if you didn't have enough income tax withheld (certain exceptions apply). |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in December. |
| 31 | (I) | Most important tax forms must be sent by this date, so you should receive them around then (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (I) | If you file your tax return (Form 1040, 1040A or 1040EZ) for the prior year and pay all tax due you don't otherwise need to make a final estimated tax payment by 1/15 to avoid underpayment penalties (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (B/E) | Furnish Forms 1098, 1099, 3921, 3922, 5498 (for FMV/RMD), W-2 and W-2G for the prior year to recipients (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (B/E) | File Form 945 to report income tax withheld on all non-payroll items during the prior year and deposit or pay taxes due (certain exceptions apply) (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (E) | File Form 940 to report federal unemployment tax paid during the prior year and deposit or pay any tax due (certain exceptions apply) (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the fourth quarter of the prior year and deposit or pay any tax due (certain exceptions apply) (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (E) | Certain small employers. File Form 944 to report social security, Medicare and income taxes paid or withheld during the prior year and deposit or pay any tax due (certain exceptions apply) (for 2009, this date is 2/2; for 2010, this date is 2/1). |
| 31 | (E) | Farm employers. File Form 943 to report social security, Medicare and income taxes paid or withheld during the prior year and deposit or pay any tax due (certain exceptions apply) (for 2009, this date is 2/2; for 2010, this date is 2/1). |
Jan February Mar Apr May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during January, report them to your employer. |
| 10 | (B/E) | File Form 945 to report income tax withheld on all non-payroll items during the prior year. This is the extended filing deadline for businesses and employers that deposited income tax withheld in full and on time. |
| 10 | (E) | File Form 940 to report federal unemployment tax paid during the prior year. This is the extended filing deadline for employers that deposited federal unemployment tax paid in full and on time. |
| 10 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the fourth quarter of the prior year. This is the extended filing deadline for employers that deposited social security, Medicare and income taxes paid or withheld in full and on time. |
| 10 | (E) | Certain small employers. File Form 944 to report social security, Medicare and income taxes paid or withheld during the prior year. This is the extended filing deadline for certain small employers that deposited social security, Medicare and income taxes paid or withheld in full and on time. |
| 10 | (E) | Farm employers. File Form 943 to report social security, Medicare and income taxes paid or withheld during the prior year. This is the extended filing deadline for farm employers that deposited social security, Medicare and income taxes paid or withheld in full and on time. |
| 15 | (I) | If you previously claimed exemption from income tax on the Form W-4 you gave your employer, and you wish to continue this exemption, submit a new Form W-4 to your employer. |
| 15 | (B) | Send Forms 1099-B, 1099-S and 1099-MISC (for substitute dividends, tax-exempt interest payments reported by brokers and gross proceeds paid to attorneys) to recipients (for 2009, this date is 2/17; for 2010, this date is 2/16). |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in January (for 2009, this date is 2/17; for 2010, this date is 2/16). |
| 16 | (E) | Begin withholding income tax on employees that previously claimed exemption from income tax on their Form W-4 but didn't give you a new Form W-4. |
| 28 | (I) | Farmers and fishermen. If you file your tax return (Form 1040, 1040A or 1040EZ) for the prior year and pay all tax due you do not otherwise need to make a final estimated tax payment by 1/15 to avoid underpayment penalties (for 2009, this date is 3/2; for 2010, this date is 3/1). |
| 28 | (B/E) | If you file by paper, send Forms 1098, 1099, 3921, 3922 and W-2G for the prior year to the IRS, along with a Form 1096 for each type of form (for 2009, this date is 3/2; for 2010, this date is 3/1). |
| 28 | (E) | If you file by paper, send Forms W-2 for the prior year to the SSA, along with a Form W-3 (for 2009, this date is 3/2; for 2010, this date is 3/1). |
| 28 | (E) | Large food and beverage establishments filing by paper. File Forms 8027 and 8027-T, if required (for 2009, this date is 3/2; for 2010, this date is 3/1). |
Jan Feb March Apr May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during February, report them to your employer. |
| 15 | (B) | Furnish Form 1042-S for the prior year to recipients and send a copy to the IRS (for 2009, this date is 3/16). |
| 15 | (B) | C corporations. File Form 1120 for the prior year and pay any tax due. Extensions to file the return may be available by filing Form 7004 (for 2009, this date is 3/16). |
| 15 | (B) | S corporations. File Form 1120S for the prior year and pay any tax due. Extensions to file the return may be available by filing Form 7004 (for 2009, this date is 3/16). |
| 15 | (B) | Electing large partnerships. Provide each partner with a Schedule K-1 (Form 1065-B) for the prior year (for 2009, this date is 3/16). |
| 15 | (B) | Corporations wishing to elect S corporation status. File Form 2553 by this date to elect S corporation for the current year (for 2009, this date is 3/16). |
| 15 | (NP) | Political organizations. File Form 1120-POL for the prior year and pay any tax due. Extensions to file the return may be available by filing Form 7004 (for 2009, this date is 3/16). |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in February (for 2009, this date is 3/16). |
| 31 | (B/E) | If you file electronically, send Forms 1098, 1099, 3921, 3922 and W-2G for the prior year to the IRS. |
| 31 | (E) | If you file electronically, send Forms W-2 for the prior year to the SSA. |
| 31 | (E) | Large food and beverage establishments filing electronically. File Forms 8027, if required. |
Jan Feb Mar April May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during March, report them to your employer (for 2010, this date is 4/12). |
| 15 | (I) | File an income tax return (Form 1040, 1040A or 1040EZ) for the prior year and pay any tax due (certain exceptions apply). Extensions to file the return may be available by filing Form 4868. |
| 15 | (I) | Make your first estimated tax payment for the current year if you aren't having enough income tax withheld (certain exceptions apply). |
| 15 | (B) | Partnerships. File Form 1065 for the prior year and provide each partner with a Schedule K-1 (Form 1065). Extensions to file the return may be available by filing Form 7004. |
| 15 | (B) | Electing large partnerships. File Form 1065-B for the prior year. Extensions to file the return may be available by filing Form 7004. |
| 15 | (B) | Corporations. Make your first installment of income tax for the current year. |
| 15 | (NP) | Certain trusts. If you have UBTI, file form 990-T for the prior year and pay any tax due. Extensions to file the return may be available by filing Form 8868. |
| 15 | (NP) | Non-profits except private foundations. If you have UBTI, make your first estimated tax payment for the current year. |
| 15 | (E) | Household employers. If required, file Schedule H. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in March. |
| 30 | (B) | Furnish Form 5498-ESA for the prior year to recipients. |
| 30 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the first quarter of the current year and deposit or pay any tax due (certain exceptions apply). |
| 30 | (E) | Deposit federal unemployment tax owed through March, if required. |
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during April, report them to your employer (for 2009, this date is 5/11). |
| 10 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the first quarter of the current year. This is the extended filing deadline for employers that deposited social security, Medicare and income taxes paid or withheld in full and on time (for 2009, this date is 5/11). |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in April (for 2010, this date is 5/17). |
| 15 | (NP) | File an informational return (Form 990, 990-EZ, 990-BL or 990-PF) for the prior year and, if you're a private foundation, pay any tax due. Extensions to file the return may be available by filing Form 8868 (for 2010, this date is 5/17). |
| 15 | (NP) | Non-profits except certain trusts. If you have UBTI, file Form 990-T for the prior year and pay any tax due. Extensions to file the return may be available by filing Form 8868 (for 2010, this date is 5/17). |
| 15 | (NP) | Private foundations. If you have taxable investment income, make your first estimated tax payment for the current year (for 2010, this date is 5/17). |
| 31 | (B) | Furnish Forms 5498 (for contributions) and 5498-SA for the prior year to recipients (for 2009, this date is 6/1). |
| 31 | (B) | Send Forms 5498, 5498-ESA and 5498-SA for the prior year to the IRS (for 2009, this date is 6/1). |
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during May, report them to your employer. |
| 15 | (I) | If you're a U.S. citizen or resident alien living and working abroad, file an income tax return (Form 1040, 1040A or 1040EZ) for the prior year and pay any tax due (certain exceptions apply). Extensions to file the return may be available by filing Form 4868. |
| 15 | (I) | Make your second estimated tax payment for the current year if you aren't having enough income tax withheld. |
| 15 | (B) | Corporations. Make your second installment of income tax for the current year. |
| 15 | (NP) | If you have UBTI or taxable investment income, make your second estimated tax payment for the current year. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in May. |
| 30 | (ALL) | If you have control over foreign bank accounts aggregating at least $10,000 at any time in the prior year, file Form TD F 90-22.1. |
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during June, report them to your employer (for 2010, this date is 7/12). |
| 15 | (NP) | Certain trusts. If you have UBTI, file Form 990-T for the prior year. This is the first extended filing deadline for certain trusts that filed Form 8868. An additional extension to file the return may be available by filing Form 8868. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in June. |
| 31 | (E) | If you maintain an employee benefit plan, file Form 5500 or 5500-EZ for the prior year (for 2010, this date is 8/2). |
| 31 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the second quarter of the current year and deposit or pay any tax due (certain exceptions apply) (for 2010, this date is 8/2). |
| 31 | (E) | Deposit federal unemployment tax owed through June, if required (for 2010, this date is 8/2). |
| 31 | (E) | Certain small employers. Deposit any undeposited taxes and withholdings, if required (for 2010, this date is 8/2). |
Jan Feb Mar Apr May June July August Sep Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during July, report them to your employer. |
| 10 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the second quarter of the current year. This is the extended filing deadline for employers that deposited social security, Medicare and income taxes paid or withheld in full and on time. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in July (for 2009, this date is 8/17; for 2010, this date is 8/16). |
Jan Feb Mar Apr May June July Aug September Oct Nov Dec
| 10 | (I) | If you received more than $20 in tips during August, report them to your employer. |
| 15 | (I) | Make your third estimated tax payment for the current year if you aren't having enough income tax withheld. |
| 15 | (B) | C corporations. File an income tax return (Form 1120) for the prior year. This is the extended filing deadline for C corporations that filed Form 7004. |
| 15 | (B) | S corporations. File an income tax return (Form 1120S) for the prior year and provide each shareholder with a Schedule K-1 (Form 1120S). This is the extended filing deadline for S corporations that filed Form 7004. |
| 15 | (B) | Partnerships. File an income tax return (Form 1065) for the prior year and provide each partner with a Schedule K-1 (Form 1065). This is the extended filing deadline for partnerships that filed Form 7004. |
| 15 | (B) | Corporations. Make your third installment of income tax for the current year. |
| 15 | (NP) | If you have UBTI or taxable investment income, make your third estimated tax payment for the current year. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in August. |
Jan Feb Mar Apr May June July Aug Sep October Nov Dec
| 10 | (I) | If you received more than $20 in tips during September, report them to your employer (for 2009, this date is 10/13; for 2010, this date is 10/12). |
| 15 | (I) | File an income tax return (Form 1040, 1040A or 1040EZ) for the prior year (certain exceptions apply). This is the extended filing deadline for individuals who filed Form 4868. |
| 15 | (B) | Electing large partnerships. File an income tax return (Form 1065-B) for the prior year. This is the extended filing deadline for electing large partnerships that filed Form 7004. |
| 15 | (NP) | Certain trusts. If you have UBTI, file Form 990-T for the prior year. This is the final extended filing deadline for certain trusts that filed Form 8868. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in September. |
| 31 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the third quarter of the current year and deposit or pay any tax due (certain exceptions apply) (for 2009, this date is 11/2; for 2010, this date is 11/1). |
| 31 | (E) | Deposit federal unemployment tax owed through September, if required (for 2009, this date is 11/2; for 2010, this date is 11/1). |
| 31 | (E) | Certain small employers. Deposit any undeposited taxes and withholdings, if required (for 2009, this date is 11/2; for 2010, this date is 11/1). |
Jan Feb Mar Apr May June July Aug Sep Oct November Dec
| 1 | (E) | Begin requesting new W-4s and W-5s from employees, if necessary. |
| 10 | (I) | If you received more than $20 in tips during October, report them to your employer. |
| 10 | (E) | File Form 941 to report social security, Medicare and income taxes paid or withheld during the third quarter of the current year. This is the extended filing deadline for employers that deposited social security, Medicare and income taxes paid or withheld in full and on time. |
| 15 | (NP) | Non-profits except certain trusts. If you have UBTI, file Form 990-T for the prior year by this date. This is the extended filing deadline for non-profits except certain trusts that filed Form 8868 (for 2009, this date is 11/16). |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in October (for 2009, this date is 11/16). |
Jan Feb Mar Apr May June July Aug Sep Oct Nov December
| 10 | (I) | If you received more than $20 in tips during November, report them to your employer. |
| 15 | (B) | Corporations. Make your fourth installment of income tax for the current year. |
| 15 | (NP) | If you have UBTI or taxable investment income, make your fourth estimated tax payment for the current year. |
| 15 | (E) | If you're subject to the monthly deposit rule, deposit payroll and non-payroll taxes and withholdings for payments made in November. |
1 Generally, dates listed are deadlines and you're free to complete the related action early.
2 This calendar omits deposit dates for semiweekly depositors and payment dates for excise taxes. If you need this information, please see IRS Publication 509.
3 While we believe all information presented is accurate, dates change from year to year and as new legislation is passed. You should let us know if you have any questions about the dates listed.
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Although this Web site may provide information concerning potential tax issues, it is not a substitute for tax advice from a qualified professional. You should not and are not authorized to rely on this Web site as a source of tax advice. If you require guidance on specific issues, please contact us and we will be happy to assist you where possible.
NinjaTax is a registered trade name of Amoebek, LLC. Amoebek, LLC does business in the state of New York as Amoebek (NY), LLC.
