January 15, 2009
Deadline to pay your fourth quarter estimated tax payment. However, if you file your return and pay your balance in full by February 2, 2009, then you can skip this estimated payment without penalty.
January 31, 2009
Deadline for employers to mail out Form W-2 and for payers to furnish Form 1099 statements to payees.Deadline for self-employed individuals to file and to pay their tax and avoid an penalty for not making your 4th quarter estimated tax payment.
February 15, 2009
Deadline for employees who claim exemption from withholding to file a new Form W-4 with their employers.
March 2, 2009
Deadline for farmers and fishermen who have a balance due on their taxes to file their individual tax return and pay the balance due without any late payment penalties.
March 16, 2009
Deadline for corporate tax returns (Forms 1120, 1120A, and 1120S), or to request automatic 6-month extension of time to file (Form 7004).Final deadline to file an amended corporate tax return (Form 1120X) for tax year 2005 and still claim a tax refund.
April 15, 2009
Deadline to file individual tax returns (Form 1040, 1040A, or 1040EZ) or to request an Automatic Extension (Form 4868). An extension provides an extra six months to file your return. Payment of the tax is still due by April 15th. You can submit payment for tax along with the extension form.Last day to make contribution to traditional IRA, Roth IRA, or SEP-IRA for the 2008 tax year. (However, if you get an extension, you will have until October 15th to fund a SEP-IRA.)
1st quarter estimated tax payments due for 2009 tax year.
Final deadline to file an original tax return (Form 1040) for tax year 2005 and still claim a tax refund. (I provide an easy, step-by-step approach to filing back taxes.)
Final deadline to file amended tax return (Form 1040X) for tax year 2005 and still claim a tax refund. (Be sure to mail the amended return well before April 16th to make sure your tax refund will be processed in a timely manner.)
Deadline to file estate or trust tax returns (Form 1041) or to request an automatic 5-month extension of time to file (Form 7004).
Deadline to file partnership tax returns (Form 1065) or to request an automatic 5-month extension of time to file (Form 7004).
Final deadline for estates, trusts, or partnerships to file an amended tax return and still claim a tax refund for the year 2005.
May 15, 2009
Deadline for non-profit organizations to file information returns (Form 990), or request an extension (Form 8868).
June 15, 2009
2nd quarter estimated tax payments due for 2009 tax year.
Deadline for US citizens living abroad to file individual tax returns or to request an additional 4-month extension (Form 4868). (Tip: request an automatic extension by April 15th, 2009, instead.) I provide useful information for claiming the Foreign Earned Income Exclusion and the Foreign Tax Credit, two tax breaks essential for Americans working abroad.
June 30, 2009
Deadline to file TD F 90-22.1 Report of Foreign Bank Accounts if you have over $10,000 held in foreign bank accounts.
September 15, 2009
3rd quarter estimated tax payments due for 2009 tax year.Final deadline to file corporate tax returns if an extension was requested. (Forms 1120, 1120A, 1120S).
Final deadline to file trust tax returns (Form 1041) if an extension was requested.
Final deadline to file partnership tax returns (Form 1065) if an extension was requested.
October 15, 2009
Final deadline to file individual tax returns (with extension). Final day for e-file.Final deadline to fund a SEP-IRA for tax year 2008 if you requested an automatic extension of time to file.
November 2009
Start planning any year-end tax moves.
December 1, 2009
If you are covered by an HSA-compatible health insurance policy as of December 1st, you'll be eligible to contribute the full amount to a Health Savings Account for the year.
December 31, 2009
Last day to make any tax moves for the year 2009.Marital status on this date determines your marital status for the whole year.
