Tax Filing Reminders – January 2020

January 31st 

  • Due date for employers to furnish W-2 statements to employees and to file Forms W-2 with the Social Security Administration (both paper and electronic forms)
  • Due date for payers to provide most Forms 1099-MISC to recipients and Forms 1099-MISC with box 7 Non-Employee Compensation to the IRS
  • Due date for employers to file 2019 federal unemployment tax returns and pay any tax due

February 28th

  • Due date for payers to provide Forms 1099-MISC (other than box 7 Non-Employee Compensation) to the IRS
  • Due date for payers to provide Forms 1095 to the IRS if paper filing (Note: the due date is March 31st if filing electronically)

March 4th 

  • Due date to send individuals 2019 Form 1095-B, Health Coverage, and 2019 Form 1095-C, Employer-Provided Health Insurance Offer and Coverage

March 16th

  • Due date for 2019 calendar-year S corporation income tax returns
  • Due date for 2019 calendar-year partnership returns
  • Due date for calendar-year corporations to elect S corporation status for 2020

Originally April 15th –  These due dates have now been moved to July 15, 2020

  • Due date for 2019 individual income tax returns
  • Due date for making 2019 IRA, HSA, and Archer MSA contributions
  • Due date for 2019 calendar-year C corporation income tax returns
  • Due date for 2019 calendar-year fiduciary income tax returns
  • Due date for 2019 Forms 990-T for retirement plans and IRAs
  • Due date for the first installment of 2020 estimated tax
  • Due date for 2019 gift tax return