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Important Tax Dates

Updated for Tax Year 2015


OVERVIEW

 Knowing when and what you have to file can save you a lot of headaches at tax time. To avoid paying penalties, mark your calendar with the following important tax deadlines.


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  January 15, 2016

 

4th Quarter 2015 Estimated Tax Payment Due
If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2016.

 

 

 

         April 18, 2016

 

Individual Tax Returns Due for Tax Year 2015
If you haven't applied for an extension, e-file or postmark your individual tax returns by midnight April 18, 2016.

 

 

Individual Tax Return Extension Form Due for Tax Year 2015
Need more time to prepare your tax return? File your request for a tax extension by April 18 to push your deadline back to October 17, 2016.

 

 

1st Quarter 2016 Estimated Tax Payment Due
If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, get your Form 1040-ES postmarked by April 18, 2016.

 

 

Last Day to make a 2015 IRA Contribution
If you haven't already funded your retirement account for 2015, do so by April 18, 2016. That's the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. However, if you have a Keogh or SEP and you get a filing extension to October 17, 2016, you can wait until then to put 2015 money into those accounts.

 

 

 

        June 15, 2016

 

2nd Quarter 2016 Estimated Tax Payment Due
If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, make sure your payment is postmarked by June 15, 2016.

 

 

 

       September 15,  2016

 

3rd Quarter 2016 Estimated Tax Payment Due
If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, make sure your third quarter payment is postmarked by Sept. 15, 2016.

 

 

 

   October 17, 2016

 

Extended Individual Tax Returns Due
If you got a filing extension on your 2015 tax return, you need to get it completed and postmarked by October 17, 2016.

 

 

Last Chance to Recharacterize 2015 Roth IRA Conversion
If you converted a traditional IRA to a Roth during 2015 and paid tax on the conversion with your 2015 return, October 17, 2016 is the deadline for recharacterizing (undoing) the conversion. Doing so could save you money if the IRA has lost money since the time of the original conversion.

 

 

 

   January 15, 2017

 

4th Quarter 2016 Estimated Tax Payment Due
If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2017.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.


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