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Video: Remember These Key Dates and Deadlines for Tax Year 2022

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2022 • October 28, 2024 1:51 PM

OVERVIEW

Tax day is April 18 this year! Lisa Greene-Lewis, CPA and TurboTax tax expert, discusses the important tax dates and deadlines.

TABLE OF CONTENTS

Video Transcript:

When a significant natural disaster hits – such as a hurricane, earthquake, tornado, flood, wildfire, blizzard, or the like – the IRS will extend upcoming federal tax deadlines for affected taxpayers if a federal disaster is declared. The extended due dates apply to most federal tax returns and payments, including those for income taxes (including estimated tax payments), payroll taxes, and excise taxes. If you’re impacted by a natural disaster, check our IRS Disaster Relief page to see if you qualify for an automatic tax filing or payment extension.

Video Transcript:

[00:00:00.46] [MUSIC PLAYING]
[00:00:04.56] TRACY BYRNES: All right. So tax season is right around the corner again. There's a ton of dates to remember. And, sadly, they're different from last year so get out a pen and paper.
[00:00:13.25] You've got to write this down. Lisa Greene Lewis, TurboTax expert and CPA, is here with us to walk us through all of it. So, Lisa, our return is actually not due on April 15th this year, is it?
[00:00:25.29] LISA GREENE-LEWIS: That's correct. This year, it's April 18th. And that's because the 15th, it falls on the weekend, and then there is a holiday that's celebrated in Washington, DC, on that Monday. That's Emancipation Day, so it will be April 18th.
[00:00:44.91] TRACY BYRNES: That's great because for procrastinators like me, it gives me another weekend to get it done. Let's also talk about estimated tax payments because those dates are very important, especially for our self-employed folks out there.
[00:00:54.51] LISA GREENE-LEWIS: Yes, so one thing that self-employed should remember, the first quarterly estimated tax payment for tax year 2023 is due on tax day for tax year, 2022, and that's April 18th for the first quarterly payment. And then the second one is due June 15th, and then the third on September 15th of 2023.
[00:01:19.41] TRACY BYRNES: And we should also note that when you file your tax return, you also need to make sure your IRA and HSA contributions for 2022 are in as well, right?
[00:01:30.66] LISA GREENE-LEWIS: Yes, that can really help your tax situation. If you're doing your taxes now and you see that you owe money, you may want to contribute to your IRA or your HSA. But you have to make sure that you tell your plan provider that it is a 2022 contribution, so they contribute it to the right year.
[00:01:51.93] TRACY BYRNES: Right, make sure you write it in the note on the check or something, but that's a valid point. And, finally, extensions are due, if indeed you do have to extend your tax return.
[00:02:01.86] LISA GREENE-LEWIS: That's correct. So the date will be April 18th, just like the tax deadline, to file your taxes and also pay what you owe. And so you can request an extension with form 4868, but you have to do it by April 18th. And also, remember, if you owe money, that extension is only an extension to file. It's not an extension to pay what you owe.
[00:02:26.94] TRACY BYRNES: Right. That's an important point. The money still has to be in April, but the return then isn't due until October, right? And it's not October 15th, like normal.
[00:02:35.79] LISA GREENE-LEWIS: Right. So that extended deadline is October 16th, if you file for extension with form 4868.
[00:02:45.30] TRACY BYRNES: And, Lisa, you also mentioned that storm victims get an extra special amount of time.
[00:02:50.55] LISA GREENE-LEWIS: Yes. If you live in an area that's federally declared disaster, so recently it was victims of storms in California, Georgia, and Alabama, you're going to get an extension to file and pay anything you owe. And you can find out more information at the TurboTax blog, and also the IRS has a site where they list areas that have been impacted by disasters.
[00:03:18.51] TRACY BYRNES: Right. So everyone should rewatch this video, write all these dates down because they're different than usual. Lisa Greene-Lewis, TurboTax expert and CPA, thank you so much for helping us out.
[00:03:29.01] LISA GREENE-LEWIS: Thank you for having me.
[00:03:30.75] [MUSIC PLAYING]

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Audit Support Guarantee - Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.
Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TurboTax Desktop Business Returns:

100% Accurate Calculations Guarantee - Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.
Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.
Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.
TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.
Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.
Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.
TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.
Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.
Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.
Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.
Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

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