When Is the Tax Deadline?

When someone mentions the tax deadline, most of us are thinking of a specific day in April. However, there are other important dates to keep in mind — from estimated tax payment due dates to extension filing deadlines.

Keep in mind, if a filing or payment deadline falls on a Saturday, Sunday, or legal holiday, the tax due date will be the next business day.

When Are Taxes Due?

The date by which you need to pay your taxes comes in mid-April for most taxpayers. If you make estimated payments, you will need to keep additional dates in mind.

Federal Returns Date

April 17 —  This is the due date for filing your federal forms and paying your taxes if you owe.

Need an extension? You can get an automatic six-month extension to file your return. You can submit Form 4868: Application for Automatic Extension of Time To File. This form must be postmarked on or before April 17. With the extension, your new deadline for filing your return will be Oct. 15. However, the IRS will charge you interest unless you make a payment that’s close to your tax liability and the remaining amount is paid with your return. Submit your initial payment with Form 4868.

Quarterly Payment Dates for Estimated Taxes

If you aren’t paying your income tax for the year through withholding or won’t pay enough tax that way, you’ll need to make estimated tax payments with Form 1040-ES on the dates below. If the due date falls on a weekend or holiday, the due date is the next business day. To learn more, see Publication 505: Tax Withholding and Estimated Tax.

  • Jan. 15 — This is the date to make the fourth payment of your 2017 estimated tax. You won’t need to make the fourth payment if you file your 2017 return and pay any tax due by Jan. 31, 2018, and pay the entire balance due with your return. If you can’t file and pay your tax by Jan. 31, file and pay your tax by April 17.
  • April 17 — Make the first payment of your 2018 estimated tax.
  • June 15 — Make the second payment of the current year’s estimated tax.
  • Sept. 15 — Make the third payment of the current year’s estimated tax.

When Are Taxes Due When You’re Abroad?

June 15 —  File Form 1040 and pay any tax, interest, and penalties due if you’re a U.S. citizen, resident alien or member of the military (on military duty) living and working outside the U.S. and Puerto Rico.

If you want additional time to file your return, file Form 4868 to obtain four additional months to file. If you’re a member of the armed forces serving in a combat zone, you might be able to further extend your tax due date.

What Is the Last Day to File Taxes With Extensions?

Oct. 15 — If you filed Form 4868 extending the due date of your return, the is the last day to file your tax return and pay any tax, interest, or penalties due. It’s also the last day for making many elections the IRS required you to make by the due date of your 2017 return if you had filed it on time.

Retirement Related Tax Deadlines

April 17 — It’s the last day to set up an IRA or make IRA contributions for 2017 tax year — even if you get an extension.

October 1 — It’s the deadline for establishing a SIMPLE IRA.

October 15 — For those who have filed an extension, it’s the last day for recharacterizing an IRA contribution for the year if you filed your return on time. Note that Roth IRA conversions for tax years 2018 through 2025 can’t be recharacterized as Traditional IRAs.

Additional Tax Related Dates and Reminders

January 31 — W-2s are due from your employer. Forms 1099 are due from payers of interest, dividends, and other specified types of income.

February 15 —  If you were exempt from income tax withholding for 2017, you must file a new Form W-4 to continue your exemption for the next tax year.

Tip earners — By the 10th day of each month, report the amount of tips of $20 or more you made during the previous month. You must report the amount in writing to your employers. This includes tips paid with cash, checks, and credit cards.

You can use Form 4070A in Publication 1244 or any other daily record to record your tip income for the month. If the 10th falls on a weekend or holiday, the due date is the next business day that isn’t a weekend or a holiday.

Farmers and fishermen — If at least 2/3 of your total gross income comes from farming or fishing, you should pay your required estimated tax using Form 1040-ES on or before Jan. 15. You then have until April 17 to file your return. You need to file your return and pay your taxes on or before March 1 to avoid a penalty for underpayment of estimated tax if both of these apply:

  • You farm or fish and at least 2/3 of your total gross income comes from these activities.
  • You make no estimated tax payments.

If you miss the March 1 filing deadline due to severe weather or resulting power outages, you can request a waiver of any estimated tax penalties. You don’t have to be in a state or federally declared disaster area to receive the tax relief. To request the waiver, complete Form 2210-F: Underpayment of Estimated Tax by Farmers and Fishermen and file it with your return.

Related Topics

Related Resources

IRS Letter 3379 – Final Determination Letter

The IRS granted you partial relief on your innocent spouse claim. Learn more about IRS letter 3379 from the tax experts at H&R Block.

IRS Letter 671C – Response to Inquiry

Receive an IRS 671C letter? Learn more about letter 671C, why you received it, and how to handle it with help from the tax experts at H&R Block.

Form 1099-B, Proceeds From Broker and Barter Exchange Transactions

If you sold stock, bonds or other securities through a broker or had a barter exchange transaction, you will likely receive a Form 1099-B. Learn more from H&R Block.

The New Standard Deduction and Removal of Exemptions – What Does It Mean to You?

Tax reform increased the standard deductions starting in tax year 2018. Find the new standard deduction amounts and how tax reform changed personal exemptions.