Tax Calendar

January

15 Estimated Tax

Due date of final installment of estimated tax for:
Individuals
Calendar year trusts

31 Employers' Taxes

Employers must file return on Form 941 to report income tax withholding and FICA taxes for fourth quarter.
Employers must file Form 940, annual return of federal unemployment taxes.
Employers must file state withholding tax reports and state unemployment tax reports.
Employees’ statements, Form W-2 and Form 1099-R are to be furnished by employers to employees.

  Information Returns Annual statements must be furnished to recipients for payments of:
Dividends - Form 1099-DIV
Interest - Form 1099-INT
Proceeds from broker transactions - Form 1099-B
Proceeds from real estate transactions - Form 1099-S
Rent or other business related payments - Form 1099-MISC
Distributions from retirement plans - Form 1099-R

February

15 Individuals Last day for filing Form W-4 by employees who wish to claim exemption from withholding of income tax.
28 Information Returns Form 1099 series returns, with Form 1096 transmittal, must be filed with IRS.
Form W-2, copy A, with form W-3 transmittal, must be filed with Social Security Administration.

March

15 Corporations

Due date of income tax return, Form 1120 or 1120S, for calendar year corporations.
Last date for filing application for automatic six-month extension to file income tax return by calendar year corporations.

April

15
Individuals
Due date of income tax return, Form 1040.
Last date for filing application for automatic four-month extension to file income tax return by individuals.
  Estimates Taxes Due date of first installment of estimated tax for:
Individuals
Calendar year trusts
Calendar year corporations
  Trusts Due date of income tax return, Form 1041.
Last date for filing application for automatic three-month extension to file 2002 income tax return by trusts.
  Partnerships Due date of income tax return, Form 1065.
Last date for filing application for automatic three-month extension to file 2002 income tax return by partnerships.
30 Employers' Taxes

Employers must file return on Form 941 to report income tax withholding and FICA taxes for first quarter.
Employers must file state withholding tax reports and state unemployment tax reports.

May

15 Exempt Organizations

Due date of annual information return, Form 990, for calendar-year organizations.

June

15 Estmated Tax

Due date of second installment of estimated tax for: Individuals Calendar year trusts Calendar year corporations

July

15 Trusts Due date of income tax return, Form 1041, for trusts that obtained automatic three-month filing extension.
  Partnerships Due date of income tax return, Form 1065, for partnerships that obtained automatic three-month filing extension.
31 Employers' Taxes

Employers must file return on Form 941 to report income tax withholding and FICA taxes for second quarter.
Employers must file state withholding tax reports and state unemployment tax reports.

August

15 Individuals

Due date of income tax return, Form 1040, for individuals who obtained automatic four-month filing extension.

Septemeber

15 Estmated Tax

Due date of third installment of estimated tax for: Individuals Calendar year trusts Calendar year corporations

  Corporations Due date of income tax return, Form 1120 or 1120S, for calendar-year corporations that obtained automatic six-month filing extension.

October

31 Employers' Taxes

Employers must file return on Form 941 to report income tax withholding and FICA taxes for third quarter.
Employers must file state withholding tax reports and state unemployment tax reports.

November

No important information due at this time.

December

15 Estmated Tax

Due date of fourth installment of estimated tax for calendar-year corporations