Tax Dates
January 15
Estimated tax due for the 4th quarter of 2021 for those who do not pay their income tax throughout the year through withholding.
April 15
Individual income tax returns due, along with any tax, interest, and penalties due. Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the tax year. Estimated tax for the 1st quarter of 2022 due for those who do not pay their income tax throughout the year through withholding.
September 15
Estimated tax for the 3rd quarter of 2022 due for those who do not pay their income tax throughout the year through withholding. Businesses tax returns (1065, 1020s) due for those business that were given a 6-month extension to file returns for 2021.
October 15
Individual income tax returns due for those who were given a 6-month extension to file income tax returns for 2021.
1099-NEC
Recipient Deadline:
1/31/2022
Paper Filing Deadline:
1/31/2022
E-file Deadline:
1/31/2022
1099-MISC
(No Data in Boxes 8 or 10)
Recipient Deadline:
1/31/2022
Paper Filing Deadline:
2/28/2022
E-file Deadline:
3/31/2022
1099-MISC
(With Data in Boxes 8 or 10)
Recipient Deadline:
2/15/2022
Paper Filing Deadline:
2/28/2022
E-file Deadline:
3/31/2022
1099-B, 1099-S
Recipient Deadline:
2/15/2022
Paper Filing Deadline:
2/28/2022
E-file Deadline:
3/31/2022
1099-C,
1099-DIV,
1099-INT,
1099-R,
1098,
1098-T
Recipient Deadline:
1/31/2022
Paper Filing Deadline:
2/28/2022
E-file Deadline:
3/31/2022
W-2
Recipient Deadline:
1/31/2022
Paper Filing Deadline:
1/31/2022
E-file Deadline:
1/31/2022
Tax Information Downloads
2021 Tax Guide
Options and considerations for income tax strategies
2021 year end business client information needed
Documents to bring to our first meeting
To give Tony a clearer picture of the best way to help you reach your tax and financial goals, please download, read, and fill out the following forms and bring with you:
- First Meeting List of Helpful Information
- Tax Organizer
US Tax Center
Tax publications are available from the Internal Revenue Service. Find out about IRS phone scams, credit scores, tax tips, and much more.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.