Xpert Group Accounting and Tax
TAX DEADLINES
Individual Filers - including employees, retirees, self-employed individuals, independent contractors, and gig workers
Due date to send W-2 and various 1099 forms: January 31st
File W-4 form with your employer to reclaim your exemption from withholding: February 18th
Tax return due: April 15th
Request an extension to file your tax return: April 15th
File your extended tax return: October 15th
Estimated Tax Payments: April 15th (1st quarter), June 16th (2nd quarter), September 15th (3rd quarter), and January 15th of the following year (4th quarter)
Required minimum retirement distribution for individuals who turned 73 the previous year: April 1st
Required minimum retirement distribution for individuals age 73 or older by the end of the year: December 31st
Businesses - Partnerships (including multi-member LLCs), C Corporations, and S Corporations
Tax returns due for Partnerships and S Corps: March 17th
Deadline for extended Partnerships and S Corps returns: September 15th
Tax returns due for C Corps: April 15th
Deadline for extended C Corps returns: October 15th
For a more comprehensive list of all deadlines, please visit Publication 509 (2025), Tax Calendars | Internal Revenue Service
USEFUL LINKS
Access your IRS account: Online account for individuals | Internal Revenue Service
Check on the status of your Federal Tax refund: Where's My Refund? | Internal Revenue Service
Pay your Federal Tax balance due: Payments | Internal Revenue Service
Retrieve your Federal Tax records: Get your tax records and transcripts | Internal Revenue Service
Apply for an EIN: Get an employer identification number | Internal Revenue Service
Order Federal Tax forms: Forms and publications by U.S. Mail | Internal Revenue Service
Order paper information returns and employee returns (e.g. 1099 Forms): Order paper information returns and employer returns | Internal Revenue Service
North Carolina Department of Revenue: Home Page | NCDOR
Foreign Bank Account Report (FBAR) Filing Requirements - File FinCEN Form 114 through the BSA E-Filing System: BSA E-Filing System - Welcome to the BSA E-Filing System (electronically file by April 15, with an automatic extension to October 15 if the aggregate value of all your foreign financial accounts exceeds $10,000 at any point during the year - for valuation and currency conversion, use the year-end exchange rates published by the U.S. Treasury)
Reporting Foreign Trust Transactions and Foreign Gifts - File Form 3520: About Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | Internal Revenue Service (mail separately to the IRS Service Center by April 15 or October 15 if income tax return was extended)