Steven J. Axelrod, EA, MBA

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TAX EVENTS CALENDAR

This calendar is a monthly schedule of tax due dates, form deadlines, and annual office activities.

JANUARY:
15^th:    4^th estimated quarterlies due (for previous year).
31^st:    All previous year 1099's and W-2's due to employees and contractors who earned
            $600 or more.

FEBRUARY:
28^th:    1099's and 1096's due to IRS.

MARCH:
15^th:    Corporation calendar year returns due.

APRIL:
15^th:    --Tax due date for individual returns.
           --First extension due date:  FORM 4868.
           --First estimated quarterlies due for current tax year.
           --First Partnership extension due.

16^th - May 2:    Office closed for vacation

MAY:
15^th:    Nonprofit organization calendar year form 990/990EZ due

JUNE:                      

15^th:    Second estimated quarterlies due for current tax year.

JULY:
15^th:    --Partnership returns due.
           --Second Partnership extensions due, FORM 8800.

31^st:    --FORM 5500 EZ RETIREMENT PLANS are normally done.  ORM 4868 expires. 

AUGUST:
15^th:    --First extension approved on Form 4868 expires. Individual returns are due.
           --Second extension FORM 2688 due, extending tax deadline to October 15th.

SEPTEMBER:
15^th:    --Money purchase/Keogh contributions due (note:  8 ½ months following close of
               fiscal year).
           --Federal Corporate returns due.  NO MORE EXTENSIONS.
           --Third estimated quarterlies due.

OCTOBER:
1^st:       Simple plans must be established to count for current tax year. If the simple plans are
            set up after this, it will be for the following year.

15^th:    --Individual returns due.  NO MORE EXTENSIONS.
           --California corporate return due.  NO MORE EXTENSIONS.
           --Pension Plan FORM 5500 returns are due

NOVEMBER:          
No tax deadlines or due dates.

DECEMBER:          
End-of-year tax planning for individuals and businesses.