Make sure to file on time to avoid penalties and interest from the IRS!!
January 3
Self-Employed Individuals Pay Half of Deferred 2020 Social Security Taxes
Farmers and Fishermen Pay Estimated Tax for 2021 (Form 1040-ES)
January 31
File 2021 Tax Return (Form 1040) to Avoid Penalty if Last Installment of Estimated Tax Not Paid by January 18
January 31
File 1099-NEC to report nonemployee compensation
February 2022
February 15
File Form W-4 to Reclaim Exemption from Withholding for 2022
March 2022
March 1
Farmers and Fishermen File 2021 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 18
March 15, 2022
If a calendar-year multi-person partnership or S corporation, file or extend your 2021 tax return. If the return isn’t extended, this is also the last day to make 2021 contributions to pension and profit-sharing plans.
April 2022
April 1
First Required Minimum Distribution (RMD) by Individuals Who Turned 72 in 2021
April 18
File 2021 Tax Return (Form 1040) and Pay Tax Due (except for residents of Maine and Massachusetts)
April 18
File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)
April 18
File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)
April 18
Estimated Tax Payment for 1st Quarter of 2022 (Form 1040-ES)
April 18
Contribute to Individual Retirement Account (IRA) for 2021
April 18
Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Not Extended
April 18
Contribute to Health Savings Account (HSA) for 2021
April 18
Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Not Extended
April 19
File 2021 Tax Return (Form 1040) and Pay Tax Due for residents of Maine and Massachusetts
June 2022
June 15
Estimated Tax Payment for 2nd Quarter of 2022 (Form 1040-ES)
June 15
U.S. Taxpayers Living and Working Abroad File 2021 Tax Return (Form 1040)
June 15
U.S. Taxpayers Living and Working Abroad File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)
June 15
Military Personnel on Duty Outside the U.S. File 2021 Tax Return (Form 1040)
June 15
Military Personnel on Duty Outside the U.S. File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)
September 2022
September 15
Estimated Tax Payment for 3rd Quarter of 2022 (Form 1040-ES)
File Extended 2021 Tax Return (S-Corp and multi-person LLC’s)
October 2022
October 17
File Extended 2021 Tax Return (Form 1040) and Pay Tax Due
October 17
Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Extended
October 17
Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 Was Extended
December 2022
December 31
Contribution to Employer-Sponsored Retirement Plan for 2022 (401(k), 403(b), 457 or federal thrift savings plans)