Important Dates

Keeping track of important filing and payment dates is an important step to sound financial health. To avoid paying penalties, mark your calendar with the following key dates.  Info source.


January 15, 2015


4th Quarter 2014 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, 2015.

January 31, 2015


Forms 1089 and 1099, W-2G and W-2 must be issued to employees, if applicable.

February 15, 2015


Forms 1099-B, 1099-S, and 1099-MISC must be issued, if applicable.

February 28, 2015


Forms 1098, 1099 and W-2G must be filed for payments made in 2014

April 15, 2015


Individual Tax Returns Due for Tax Year 2014

If you haven't applied for an extension, e-filed or postmarked your individual tax returns by midnight April 15, 2015.

Individual Tax Return Extension Form Due for Tax Year 2014

Need more time to prepare your tax return? File your request for an extension by April 15.

1st Quarter 2015 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 15, 2015.

Last Day to Make a 2014 IRA Contribution

If you haven't already funded your retirement account for 2014, do so by April 15, 2015.

June 15, 2015


2nd Quarter 2015 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, 2015.

September 15, 2015


3rd Quarter 2015 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, 2015.

October 15, 2015


Extended Individual Tax Returns Due

If you got a filing extension on your 2014 tax return, you need to get it completed and postmarked by October 15, 2015.

Last Chance to Recharacterize 2014 Roth IRA Conversion
If you converted a traditional IRA to a Roth during 2014 and paid tax on the conversion with your 2014 return, October 15, 2015 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, 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.