An Amatics Reminder

Key Tax Deadlines & Dates

Missing important tax dates can result in penalties. Knowing when and what you have to file can save you a lot of time, money and frustration at tax time.

When you work with Amatics, we’ll insist on communicating with you throughout the year to ensure your taxes are on track well in advance of tax season. Nonetheless, mark your calendar with these dates to make tax season a breeze:

January 16, 2017

INDIVIDUAL TAXPAYERS
4th Quarter 2016 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.

January 31, 2017

FORMS W-2 AND 1099-MISC
Filing deadline for Forms W-2 and 1099-MISC both the recipient and the IRS. If you need additional time to file these forms with the IRS, request a 30-day extension by filing Form 8809.

March 1, 2017

INDIVIDUAL TAXPAYERS – FARMERS OR FISHERMEN
If your primary occupation is farming or fishing, you are required to file your return and pay any taxes due by this date to avoid incurring any late payment penalties.

March 15, 2017

ENTITIES TAXED AS A PARTNERSHIP OR S CORPORATION
File your calendar year end income tax return for Partnerships (Form 1065) or S Corporations (Form 1120S). If you want an automatic 6-month extension of time to file, file Form 7004.

April 18, 2017

INDIVIDUAL TAXPAYERS
File your 2016 income tax return (Form 1040) and pay any tax due. If you want an automatic 6-month extension of time to file, file Form 4868 and pay any tax you estimate you will owe.

CORPORATE TAXPAYERS
File your calendar year end income tax return, Form 1120, and pay any tax due. If you want an automatic 6-month extension of time to file, file Form 7004 and deposit any tax you estimate you will owe.

TRUST AND ESTATE TAXPAYERS
File your 2016 calendar year end income tax return (Form 1041) and pay any tax due. If you want an automatic 5½-month extension of time to file, file Form 7004 and deposit any tax you estimate you will owe.

INDIVIDUAL AND CORPORATE TAXPAYERS
1st Quarter 2017 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.

INDIVIDUAL TAXPAYERS
Final Day to Make a 2016 IRA Contribution
This is the last day to make a 2016 contribution to your individual retirement account – whether a traditional IRA or a Roth IRA.

June 15, 2017

INDIVIDUAL AND CORPORATE TAXPAYERS
2nd Quarter 2017 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.

September 15, 2017

INDIVIDUAL AND CORPORATE TAXPAYERS
3rd Quarter 2017 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.

ENTITIES TAXED AS A PARTNERSHIP OR S CORPORATION
File your calendar year end income tax return for Partnerships (Form 1065) or S Corporations (Form 1120S). This due date only applies if you timely requested an automatic 6-month extension of time to file.

October 2, 2017

TRUST AND ESTATE TAXPAYERS
File your 2016 calendar year end income tax return (Form 1041) and pay any tax, interest and penalties due. This due date only applies if you timely requested an automatic 5½-month extension of time to file.

October 16, 2017

INDIVIDUAL TAXPAYERS
File your 2016 income tax return (Form 1040) and pay any tax, interest and penalties due. This due date only applies if you timely requested an automatic 6-month extension of time to file.

CORPORATE TAXPAYERS
File your calendar year end income tax return, Form 1120, and pay any tax, interest and penalties due. This due date only applies if you timely requested an automatic 6-month extension of time to file.

December 15, 2017

CORPORATE TAXPAYERS
4th Quarter 2017 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.

January 15, 2018

INDIVIDUAL TAXPAYERS
4th Quarter 2017 Estimated Tax Payment Due
Postmark your payment by this date if you are required to pay quarterly estimated taxes.