Tax Dates
Downloads
Phase 4 COVID-19 Relief Bill PDF
2021 Tax Due Date Calendar
January 15
Estimated tax due for the 4th quarter of 2020 for those who do not pay their income tax throughout the year through withholding.
February 1
Employers must send out W-2 Forms and 1099 Forms to employees and non-employees who provide services.
February 18
If you claimed exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new Form W-4 by this date to continue your exemption for another year.
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 2021 due for those who do not pay their income tax throughout the year through withholding.
September 15
Estimated tax for the 3rd quarter of 2021 due for those who do not pay their income tax throughout the year through withholding. Businesses tax returns due for those business that were given a 6-month extension to file returns for 2020.
October 15
Individual income tax returns due for those who were given a 6-month extension to file income tax returns for 2020, along with any tax, interest, and penalties due.
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.