Important Dates

January 1, 2020
First day to file a 2016 tax return, though the IRS generally will not accept e-file and free file returns until the date below. Even paper based filings won’t be processed till later in the month

January 23, 2020
IRS E-file to go live, allowing submission of electronic tax returns for the vast majority of tax filers. Paper tax returns will begin processing from this date as well

January 31, 2020
Date by which you should have received a W-2 from employers you worked for during the tax year. If not, contact their HR/Payroll department to resend tax documents

February 1, 2020
Deadline for 1099 statements (factors in your AGI income) that report non-employee compensation, bank interest, dividends and distributions from a retirement plan. This date is also the deadline for self-employed individuals to file and pay in full their fourth-quarter estimated tax payment

February 16, 2020
Financial institutions (e.g. Vanguard, Fidelity) must mail out 1099-B, 1099-S and 1099-MISC forms by this date. See what these forms are at www.savingtoinvest.com and if you will need one for your return.

March 15, 2020
S Corporation and Partnership tax returns due

April 18, 2020
*Tax Day* Last day for filing federal income tax returns and extension requests. Since April 15th is a Saturday and Monday is the Emancipation Day holiday the due date has been shifted out to Tuesday, April 18th.

April 18, 2020
Deadline for filing state income tax returns (for most states) and extension requests. Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k)