Federal Tax Calendar

Here are some key dates for the current tax year.Source: Internal Revenue Service, 2023

2024

January

Date Description
16 – Fourth quarter 2023 estimated tax due. Use Form 1040-ES.
31 – Deadline for employers to provide copies of Forms W-2 and 1099 for 2023 to employees.

February

Date Description
15 – If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by February 15 to continue your exemption for another year.

March

Date Description
1 – Deadline for farmers and fishermen who have a balance due on their taxes to file their 2023 individual income tax returns and pay the balance due without penalties.
15 – Deadline for 2023 S corporation tax returns (Form 1120-S) or to request an extension
using Form 7004.
15 – Deadline to file 2023 partnership tax returns (Form 1065) or to request an automatic extension (Form 7004).

April

Date Description
15 – Deadline to file 2023 individual income tax returns (Form 1040)and any taxes owed, or to file for an automatic 6-monthextension.
15 – Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2023 tax year.
15 – First quarter 2024 estimated tax due. Use Form 1040-ES.
15 – Deadline to file 2023 trust tax returns (Form 1041) or to request an automatic extension.
15 – Deadline to file 2023 corporate tax returns (Form 1120) or to request an automatic extension (Form 7004).

June

Date Description
17 – Deadline for U.S. citizens living abroad to file individual tax returns and pay any tax, interest, and penalties due, or to request a 4-month extension (Form 4868).
17 – Second quarter 2024 estimated tax due. Use Form 1040-ES.

September

Date Description
16 – Third quarter 2024 estimated tax due. Use Form 1040-ES.
16 – Final deadline to file 2023 partnership tax return if you were given a 6-month extension.
16 – Final deadline to file 2023 S corporation tax return if you were given a 6-month extension.

October

Date Description
1 – Deadline for existing employers to establish a SIMPLE IRA plan.
15 – If you were given a 6-month extension to file your income tax return for 2023, file Form 1040 and pay any tax, interest, and penalties due.
15 – Final deadline to file 2023 corporate tax return if were given a 6-month extension.

Source: Internal Revenue Service, 2023

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, DE, FL, ID, IL, KY, MA, ME, MO, NC, NE, NV, NY, TN, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.


© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX