Tax time can be a bit overwhelming, but don't worry—we're here to make it as easy and stress-free as possible.
Whether you're a seasoned tax-filer or a first-time taxpayer, this blog post will provide you with all the essential information and tips you need to navigate the upcoming tax season with confidence. We'll break down the latest tax changes, offer practical advice, and help you stay organized, so you can maximize your refund or minimize your payment.
Let's dive into the world of taxes and get you prepared for the 2024 tax season!
| Form | Type of Due Date | 2024 Filing Due Date (TY 2023) | Notes |
|---|---|---|---|
| Form W-2 (Wage and Tax Statement) | Due Date | Wednesday, January 31, 2024 | No Automatic Extension, please find the note “a” below for more details of extension. |
| Form 3921 | Due Date | Wednesday, January 31st, 2024 | If the corporation has completed Form 8809 by the due date, then a 30 day extension for Form 3921 can be requested. |
| Certain 1099 Forms (1099-NEC, 1099-MISC, etc.) | Due Date | Wednesday, January 31, 2024 | No Automatic Extension, please find the note “a” below for more details of extension. |
| DE Franchise Tax (DE Domestic Corporation) | Due Date | Thursday March 1, 2024 | No Extension |
| Form 1065 (Partnership Return) | Due Date | Thursday, March 15, 2024 | Must file return on the 15th day of the 3rd month for Fiscal year. An automatic 6-month extension if file a request form (Form 7004) before 3/15/2023. |
| Form 1120S (S-Corporation Return) | Due Date | Thursday, March 15, 2024 | Must file return on the 15th day of the 3rd month for Fiscal year. An automatic 6-month extension if file a request form (Form 7004) before 3/15/2024. |
| Form 1040 (Individual Return) | Due Date | Monday, April 15, 2024 | An automatic 6-month extension if file a request form (Form 4868) and pay estimate tax liability before 4/15/2024. |
| FinCEN 114 - (Foreign Bank Acct. Reporting) | Due Date | Monday, April 15, 2024 | An automatic 6-month extension without a request. |
| Form 1120 (C-Corporation Return) | Due Date | Monday, April 15, 2024 | Must file return on the 15th day of the 4th month for Fiscal year, please find the note “b” below for more details of a fiscal tax year ending June 30. An automatic 6-month extension if file a request form (Form 7004) before 4/15/2024. |
| Form 990 Series – 990, 990EZ, 990PF (Exempt Organization Return) | Due Date | Tuesday, May 15, 2024 | An automatic 6-month extension if file a request form (Form 8868) before 5/15/2024. |
| Form 5500 Series – 5500, 5500SF, 5500EZ (Employee Benefit Plan) | Due Date | Wednesday, August 1, 2024 | Need to file a request form (Form 5558) for extension before 8/1/2024. |
| Forms 1065, 1120S (Extended Return) | Due Date | Monday, September 16, 2024 | None. |
Note:
a. For Forms W-2 or 1099-NEC, only one 30-day extension of time is available. You can file Form 8809 to request the one extension for Forms W-2 or Certain 1099s or the additional extension for the other forms if you meet and select one of the criteria listed.
The filer suffered a catastrophic event in a federally declared disaster area that made the filer unable to resume operations or made necessary records unavailable.
Fire, casualty, or natural disaster affected the operation of the filer .
Death, serious illness, or unavoidable absence of the individual responsible for filing the information returns affected the operation of the filer.
The filer was in the first year of establishment.
The filer did not receive data on a payee statement such as Schedule K-1, Form 1042-S, or the statement of sick pay required under section 31.6051-3(a)(1) in time to prepare an accurate information return
b. A corporation with a fiscal tax year ending June 30 must file by the 15th date of the 3rd month after the end of its tax year.
Need to see information from a previous year? Here is information for the 2022 and 2023 tax years.
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