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When to file :
Make Payments :
Common Forms links :
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January 10 Individuals
Report December 2023 tip income of $20 or more to employers (Form 4070).
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January 16 Individuals
Pay the fourth installment of 2023 estimated taxes (Form 1040-ES) if not paying income tax through withholding or not paying sufficient income tax through withholding.
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January 16 Employers
Deposit Social Security, Medicare and withheld income taxes for December 2023 if the monthly deposit rule applies.
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January 16 Employers
Deposit nonpayroll withheld income tax for December 2023 if the monthly deposit rule applies.
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January 31 Individuals
File a 2023 income tax return (Form 1040 or Form 1040-SR) and pay tax due in order to avoid penalties for underpaying the January 16 installment of estimated taxes.
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January 31 Businesses
Provide Form 1098, Form 1099-MISC (except for those that have a February 15 deadline), Form 1099-NEC and Form W-2G to recipients.
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January 31 Employers
Provide 2023 Form W-2 to employees.
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January 31 Employers
Report Social Security and Medicare taxes and income tax withholding for fourth quarter 2023 (Form 941) if all of the associated taxes due weren’t deposited on time and in full.
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January 31 Employers
File a 2023 return for federal unemployment taxes (Form 940) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.
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January 31 Employers
File 2023 Form W-2 (Copy A) and transmittal Form W-3 with the Social Security Administration.
February 2024
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February 12 Individuals
Report January tip income of $20 or more to employers (Form 4070).
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February 12 Employers
Report Social Security and Medicare taxes and income tax withholding for fourth quarter 2023 (Form 941) if all associated taxes due were deposited on time and in full.
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February 12 Employers
File a 2023 return for federal unemployment taxes (Form 940) if all associated taxes due were deposited on time and in full.
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February 15 Individuals
File a new Form W-4 to continue exemption for another year if you claimed exemption from federal income tax withholding in 2023.
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February 15 Businesses
- Provide Form 1099-B, 1099-S and certain Forms 1099-MISC (those in which payments in Box 8 or Box 10 are being reported) to recipients.
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February 15 Employers
Deposit Social Security, Medicare and withheld income taxes for January if the monthly deposit rule applies.
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February 15 Employers
Deposit nonpayroll withheld income tax for January if the monthly deposit rule applies.
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February 28 Businesses
File Form 1098, Form 1099 (other than those with a January 31 deadline), Form W-2G and transmittal Form 1096 for interest, dividends and miscellaneous payments made during 2023. (Electronic filers can defer filing to April 1.)
March 2024
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March 11 Individuals
Report February tip income of $20 or more to employers (Form 4070).
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March 15 Calendar-year S corporations
File a 2023 income tax return (Form 1120-S) and provide each shareholder with a copy of Schedule K-1 (Form 1120S) or a substitute Schedule K-1 — or file for an automatic six-month extension (Form 7004). Pay any tax due.
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March 15 Calendar-year partnerships
File a 2023 income tax return (Form 1065 or Form 1065-B) and provide each partner with a copy of Schedule K1 (Form 1065) or a substitute Schedule K1 — or request an automatic six-month extension (Form 7004).
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March 15 Employers
Deposit nonpayroll withheld income tax for February if the monthly deposit rule applies.
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