Tax Calendar

2020 Tax Deadlines

To help you make sure you don’t miss any important 2020 deadlines, we’ve provided this summary of when various tax-related forms, payments, and other actions are due. Be aware that some deadlines have been moved up or pushed back compared to previous years. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance in meeting them.

 

Date

January 31

Deadline for

Businesses: Filing Form 1099 for interest, dividend, and miscellaneous payments made during 2019.

February 10

Individuals: Reporting January tip income, $20 or more, to employers (Form 4070).

Employers: Reporting income tax withholding and FICA taxes for fourth quarter 2019 (Form 941) and filing a 2019 return for federal unemployment taxes (Form 940), if you deposited on time and in full all of the associated taxes due.

February 18

Businesses: Providing Form 1099-B, 1099-S and certain Forms 1099-MISC (those in which payments in Box 8 or Box 14 are being reported) to recipients.

Individuals: Filing a new Form W-4 to continue exemption for another year, if you claimed exemption from federal income tax withholding in 2019.

February 28

Businesses: Filing Form 1098, Form 1099 (other than those with a January 31 or February 15 deadline) and Form W-2G and transmittal Form 1096 for interest, dividend, and miscellaneous payments made during 2019. (Electronic filers can defer filing to March 31).

March 10

Individuals: Reporting February tip income, $20 or more, to employers (Form 4070).

March 16

Calendar-Year S Corporations: Filing a 2019 income tax return (Form 1120S) or filing for an automatic six-month extension until September 16 (Form 7004), and paying any tax due.

Calendar-Year Partnerships: Filing a 2019 income tax return (Form 1065) or requesting an automatic six-month extension until September 15 (Form 7004).

March 31

Employers: Electronically filing 2019 Form 1096, Form 1098, Form 1099 (other than those with an earlier deadline) and Form W-2G.

April 10

Individuals: Reporting March tip income, $20 or more, to employers (Form 4070).

April 15

Individuals: Filing a 2019 income tax return (Form 1040, Form 1040A, or Form 1040EZ) or filing for an automatic six-month extension until October 15 (Form 4868), and paying any tax due. (See June 15 for an exception to certain taxpayers).

Individuals: Paying the first installment of 2020 estimated taxes, if not paying income tax withholding (Form 1040-ES).

Individuals: Filing a 2019 gift tax return (Form 709) or filing for an automatic six-month extension until October 15 (Form 8892), and paying any gift tax due.

Household Employers: Filing Schedule H (Form 1040), if wages paid equal $2,100 or more in 2019 and Form 1040 is not required to be filed. For those filing Form 1040, Schedule H is to be submitted with the return and is thus extended to the due date of the return.

Trusts and Estates: Filing an income tax return for the 2019 calendar year (Form 1041) or filing for an automatic five-and-a-half month extension until September 30 (Form 7004), and paying any income tax due.

Calendar-Year C Corporations: Filing a 2019 income tax return (Form 1120) or filing for an automatic six-month extension until October 15 (Form 7004), and paying any income tax due.

Calendar-Year Corporations: Paying the first installment of 2020 estimated income taxes.

 

May 11

Individuals: Reporting April tip income, $20 or more, to employers (Form 4070)

Employers: Reporting income tax withholding and FICA taxes for first quarter 2020 (Form 941), if you deposited on time and in full, all of the associated taxes due

May 15

Exempt Organizations: Filing a 2019 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) or filing for an automatic six-month extension (Form 8868) and paying any tax due.

Small Exempt Organizations (with gross receipts normally of $50,000 or less): Filing a 2019 e-Postcard (Form 990-N), if not filing Form 990 or Form 990-EZ.

June 10

Individuals: Reporting May tip income, $20 or more, to employers (Form 4070).

June 15

Individuals who live outside the United States: Filing a 2019 individual income tax return (Form 1040) or filing for a four-month extension (Form 4868), and paying any tax and interest due.

Individuals: Paying the second installment of 2020 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

Calendar-Year Corporations: Paying the second installment of 2020 estimated income taxes.

July 10

Individuals: Reporting June tip income, $20 or more, to employers (Form 4070).

July 31

Employers: Filing a 2019 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or requesting an extension.

Employers: Reporting income tax withholding and FICA taxes for second quarter 2020 (Form 941), and paying any tax due.

August 10

Individuals: Reporting July tip income, $20 or more, to employers (Form 4070).

Employers: Reporting income tax withholding and FICA taxes for second quarter 2019 (Form 941), if you deposited on time and in full all of the associated taxes due.

September 10

Individuals: Reporting August tip income, $20 or more, to employers (Form 4070).

September 15

Individuals: Paying the third installment of 2020 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

Calendar-Year Corporations: Paying the third installment of 2020 estimated income taxes.

Calendar-Year S Corporations: Filing a 2019 income tax return (Form 1120S) and paying any tax, interest, and penalties due, if an automatic six-month extension was filed.

Calendar-Year Partnerships: Filing a 2019 income tax return (form 1065), if an automatic six-month extension was filed.

September 30

Trusts and Estates: Filing an income tax return for the 2019 calendar year (Form 1041) and paying any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.

October 1

Employers: Establishing a SIMPLE or a Safe-Harbor 401(k) plan for 2019, except in certain circumstances.

October 13

Individuals: Reporting September tip income, $20 or more, to employers (Form 4070).

October 15

Individuals: Filing a 2019 income tax return (Form 1040, Form 1040A or Form 1040EZ) and paying any tax, interest and penalties due, if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States).

Individuals: Filing a 2019 gift tax return (Form 709) and paying any tax, interest, and penalties due, if an automatic six-month extension was filed.

Calendar-Year C Corporations: filing a 2019 income tax return (form 1120) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

November 2

Employers: Reporting income tax withholding and FICA taxes for third quarter 2020 (Form 941) and paying any tax due.

November 10

Individuals: Reporting October tip income, $20 or more, to employers (Form 4070).

Employers: Reporting income tax withholding and FICA taxes for third quarter 2020 (Form 941), if you deposited on time and in full all of the associated taxes due.

November 16

Exempt Organizations: Filing a 2019 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) and paying any tax, interest, and penalties due, if a six-month extension was previously filed.

December 15

Corporations: Deposit the fourth installment of estimated income tax for 2020.

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