Jan 23, 2020 | News

Partnership and Personal Tax – Filing Deadlines

Americans scramble every year to figure out tax deadlines and what day they fall on.  If a tax deadline happens to fall on a weekend or holiday, the deadline then becomes the next business day.

No escaping tax deadlines this year as it doesn’t fall on a weekend or holiday.

Tax Filing Deadlines

  • Partnership Returns (Form 1065) – March 16, 2020 *if fiscal year end is also year end
    • Filing Extension Deadline – September 15, 2020 * if fiscal year end is other than calendar year, the deadline is 15 days of the third
  • Estates & Trusts Returns (Form 1041) – April 15, 2020 *if fiscal year end is also year end
    • Filing Extension Deadline – September 30, 2020
  • C-Corp Returns (Form 1120) – April 15, 2020 *if fiscal year end is also year end
    • Filing Extension Deadline – October 15, 2020
  • S-Corp Returns (Form 1120-S) – March 15, 2020 *if fiscal year end is also year end
    • Filing Extension Deadline – September 15, 2020 *if fiscal year end is other than calendar year, the deadline is 15 days of the third month following the end of the fiscal year
  • Individual Returns (Form 1040) – April 15, 2020
    • Filing Extension Deadline – October 15, 2020

*Please note if you owe taxes, the payments will remain due on the original deadline.

If you miss any of the above dates, there will be at least a moderate penalty and possibly an interest charge.  Most tax payers can e-file until November.  There has not been an e-file specific deadline announced yet.

Other Important Deadlines – W2s and 1099s

January 31, 2020 – Deadline for employers to mail out W-2 Forms to their employees and for businesses to furnish 1099 Forms.

February 18, 2020 – Deadline for financial institutions to mail out Form 1099-B  relating to sale of stock, bonds, or mutual funds through a brokerage account.  Form 1099-S for real estate transactions, and Form 1099-MISC if there are payments in boxes 8 or 14 of the return.

February 28, 2020 – Deadline for businesses to mail Forms 1099 and 1096 to IRS

April 15, 2020 – Deadline to make a contribution to traditional and Roth IRA, Health Savings Account, SEP-IRA, or solo 401(k).  First quarter payments are due for the 2019 tax year.

June 15, 2020 – Deadline for second quarter estimated tax payments for 2019 tax year.

September 15, 2020 – Deadline for third quarter payments due for 2019 tax year.

If you need any tax consulting, preparation, or have questions regarding deadlines, do not hesitate to call Mike at 630-461-5841 or email Mike@cogcpa.com.

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