2017 Deadlines organized by date:
January 15, 2017
- Deadline to pay the fourth quarter estimated tax payment for the year 2016.
February 1, 2017
- Deadline for employers to mail out Form W-2 to employees and for businesses to furnish Form 1099 statements reporting, among other things, non-employee compensation, bank interest, dividends, and distributions from a retirement plan.
- Deadline for self-employed individuals to file and to pay their tax and avoid a penalty for not making the 4th quarter estimated tax payment.
February 15, 2017
- Deadline for employees who claim exemption from withholding to file a new Form W-4 with their employers.
- Deadline for financial institutions to mail out Form 1099-B, relating to sales of stock, bonds or mutual funds through a brokerage account; Form 1099-S, relating to real estate transactions; and Form 1099-MISC (only if reporting payments in boxes 8 or 14).
February 29, 2017
- Deadline for businesses to mail Forms 1099 and 1096 with the IRS if filing on paper. (If filing these forms electronically, the deadline is March 31.)
March 15, 2017
- Deadline for corporate tax returns (Forms 1120, 1120A, and 1120S) for the year 2016, or to request automatic 6-month extension of time to file (Form 7004) for corporations who use the calendar year as their tax year.
April 15, 2017
- Deadline to file individual tax returns (Form 1040, 1040A, or 1040EZ) for the year 2016 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 18th. You can submit payment for tax along with the extension form.
- Last day to make a contribution to traditional IRA, Roth IRA, Health Savings Account, SEP-IRA or solo 401(k) for the 2016 tax year. (If you get an extension, you will have until October 15th to fund a SEP-IRA or solo 401(k).)
- 1st quarter estimated tax payments due for the 2017 tax year.
- Deadline to file estate income tax or trust income 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).
April 17, 2017
- Residents of Maine and Massachusetts have until April 17th (instead of April 15th) to file and pay their 2016 income tax returns. This is due to the observance of Patriots’ Day in these two states.
May 16, 2017
- Deadline for tax-exempt organizations to file information returns (Form 990) for the year 2016, or request an extension (Form 8868).
May 31, 2017
- Deadline for financial institutions to send out Form 5498 to report balances in an individual retirement account for the year 2016.
June 15, 2017
- 2nd quarter estimated tax payments due for the 2017 tax year.
- Deadline for US citizens living abroad to file individual tax returns and to pay any tax due. You can request an additional 4-month extension (Form 4868).
September 15, 2017
- 3rd quarter estimated tax payments due for the 2017 tax year.
- Final deadline to file corporate tax returns for the year 2016 if an extension was requested. (Forms 1120, 1120A, 1120S).
- Final deadline to file trust income tax returns (Form 1041) for the year 2016 if an extension was requested.
- Final deadline to file partnership tax returns (Form 1065) for the year 2016 if an extension was requested.
October 1, 2017
- Deadline for self-employed persons or small employers to establish a SIMPLE-IRA for the year 2017.
October 17, 2017
- Final deadline to file individual tax returns for the year 2016. (Forms 1040, 1040A, 1040EZ.)
- Final deadline to fund a SEP-IRA or solo 401(k) for tax year 2016 if you requested an automatic extension of time to file.
December 1, 2017
- If you are covered by an HSA health insurance policy as of December 1st, you’ll be eligible to contribute to a Health Savings Account for the year.
December 31, 2017
- Last day to set up a solo 401(k) for self-employed persons.