To help you make sure you don’t miss any important 2024 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance in meeting them.
Date | Deadline for |
January 31 | Filing a 2023 income tax return (Form 1040 or Form 1040-SR) and paying tax due, to avoid penalties for underpaying the January 16 installment of estimated taxes. |
February 12 | Reporting January tip income of $20 or more to employers (Form 4070). |
February 15 | Filing a new Form W-4 to continue exemption for another year if you claimed exemption from federal income tax withholding in 2023. |
March 11 | Reporting February tip income of $20 or more to employers (Form 4070). |
April 10 | Reporting March tip income of $20 or more to employers (Form 4070). |
April 15 | Filing a 2023 income tax return (Form 1040 or Form 1040-SR) or filing for an automatic six-month extension (Form 4868) and paying any tax due. (See June 17 for an exception for certain taxpayers.) Paying the first installment of 2024 estimated taxes (Form 1040-ES) if not paying income tax through withholding or not paying sufficient income tax through withholding. Making 2023 contributions to a traditional IRA or Roth IRA (even if a 2023 income tax return extension is filed). Making 2023 contributions to a SEP or certain other retirement plans (unless a 2023 income tax return extension is filed). Filing a 2023 gift tax return (Form 709) or filing for an automatic six-month extension (Form 8892) and paying any gift tax due. Filing for an automatic six-month extension (Form 4868) to extend both Form 1040 and Form 709 if no gift tax is due. Calendar-year trusts and estates: Filing a 2023 income tax return (Form 1041) or filing for an automatic five-and-a-half-month extension (Form 7004) (six-month extension for bankruptcy estates) and paying any income tax due. |
May 10 | Reporting April tip income of $20 or more to employers (Form 4070). |
June 10 | Reporting May tip income of $20 or more to employers (Form 4070). |
June 17 | Filing a 2023 individual income tax return (Form 1040 or Form 1040-SR) or filing for a four-month extension (Form 4868), and paying any tax, interest and penalties due, if you live outside the United States or you serve in the military outside the United States and Puerto Rico. Paying the second installment of 2024 estimated taxes (Form 1040-ES) if not paying income tax through withholding or not paying sufficient income tax through withholding. |
July 10 | Reporting June tip income of $20 or more to employers (Form 4070). |
August 12 | Reporting July tip income of $20 or more to employers (Form 4070). |
September 10 | Reporting August tip income of $20 or more to employers (Form 4070). |
September 16 | Paying the third installment of 2024 estimated taxes (Form 1040-ES), if not paying income tax through withholding or not paying sufficient income tax through withholding. |
September 30 | Calendar-year trusts and estates: Filing a 2023 income tax return (Form 1041) if an automatic five-and-a-half-month extension was filed and paying any tax, interest and penalties due. |
October 10 | Reporting September tip income of $20 or more to employers (Form 4070). |
October 15 | Filing a 2023 income tax return (Form 1040 or Form 1040-SR) 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 and Puerto Rico) and paying any tax, interest and penalties due. Making contributions for 2023 to certain existing retirement plans or establishing and contributing to a SEP for 2023 if an automatic six-month extension was filed. Filing a 2023 gift tax return (Form 709) and paying any tax, interest and penalties due if an automatic six-month extension was filed. |
November 12 | Reporting October tip income of $20 or more to employers (Form 4070). |
December 10 | Reporting November tip income of $20 or more to employers (Form 4070). |
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