Client Alerts 2019 Tax Calendar

Publication
01.31.19 | By: Robert Swenson

To help make sure that you do not miss any important 2019 deadlines, we have provided this summary of when various tax-related forms, payments and other actions are due.

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Please review the calendar and let us know if you have any questions about the deadlines or would like assistance in meeting them.

Date: Deadline for:
March 15 Calendar-year S corporations: Filing a 2018 income tax return (Form 1120S) or filing for an automatic six-month extension (Form 7004), and paying any tax due.

Calendar-year partnerships: Filing a 2018 income tax return (Form 1065 or Form 1065-B) or requesting an automatic six-month extension (Form 7004).

April 1 Employers: Electronically filing 2018 Form 1097, Form 1098, Form 1099 (other than those with an earlier deadline) and Form W-2G.
April 15 Individuals: Filing a 2018 income tax return (Form 1040, Form 1040A or Form 1040EZ) or filing for an automatic six-month extension (Form 4868), and paying any tax due. (See June 17 for an exception for certain taxpayers.)

Individuals: Paying the first installment of 2019 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

Individuals: Making 2018 contributions to a traditional IRA or Roth IRA (even if a 2018 income tax return extension is filed).

Individuals: Making 2018 contributions to a SEP or certain other retirement plans (unless a 2018 income tax return extension is filed).

Individuals: Filing a 2018 gift tax return (Form 709) or filing for an automatic six-month extension (Form 8892), and paying any gift tax due; or filing for an automatic six-month extension (Form 4868) to extend both Form 1040 and, if no gift tax is due, Form 709.

Household employers: Filing Schedule H (Form 1040), if wages paid equal $2,100 or more in 2018 and Form 1040 is not required to be filed. For those filing Form 1040, Schedule H is to be submitted with the return and is thus extended to the due date of the return.

Trusts and estates: Filing an income tax return for the 2018 calendar year (Form 1041) or filing for an automatic five-and-a-half month extension to October 1 (Form 7004), and paying any income tax due.

Calendar-year corporations: Filing a 2018 income tax return (Form 1120) or filing for an automatic six-month extension (Form 7004), and paying any tax due.

Calendar-year corporations: Paying the first installment of 2019 estimated income taxes.

April 30 Employers: Reporting income tax withholding and FICA taxes for first quarter 2019 (Form 941), and paying any tax due.
May 15 Exempt organizations: Filing a 2018 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) or filing for an automatic six-month extension (Form 8868) and paying any tax due.

Small exempt organizations (with gross receipts normally of $50,000 or less): Filing a 2018 e-Postcard (Form 990-N), if not filing Form 990 or Form 990-EZ.

June 17 Individuals: Filing a 2018 individual income tax return (Form 1040) or filing for a four-month extension (Form 4868), and paying any tax and interest due, if you live outside the United States.

Individuals: Paying the second installment of 2019 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

Calendar-year corporations: Paying the second installment of 2019 estimated income taxes.

July 31 Employers: Reporting income tax withholding and FICA taxes for second quarter 2019 (Form 941), and paying any tax due.

Employers: Filing a 2018 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or requesting an extension.

September 16 Individuals: Paying the third installment of 2019 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

Calendar-year corporations: Paying the third installment of 2019 estimated income taxes.

Calendar-year S corporations: Filing a 2018 income tax return (Form 1120S) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

Calendar-year S corporations: Making contributions for 2018 to certain employer-sponsored retirement plans, if an automatic six-month extension was filed.

Calendar-year partnerships: Filing a 2018 income tax return (Form 1065 or Form 1065-B), if an automatic six-month extension was filed.

October 1 Trusts and estates: Filing an income tax return for the 2018 calendar year (Form 1041) and paying any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.

Employers: Establishing a SIMPLE or a Safe-Harbor 401(k) plan for 2018, except in certain circumstances.

October 15

 

Individuals: Filing a 2018 income tax return (Form 1040, Form 1040A or Form 1040EZ) and paying any tax, interest and penalties due, if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States).

Individuals: Making contributions for 2018 to certain existing retirement plans or establishing and contributing to a SEP for 2018, if an automatic six-month extension was filed.

Individuals: Filing a 2018 gift tax return (Form 709) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

Calendar-year C corporations: Filing a 2018 income tax return (Form 1120) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

Calendar-year C corporations: Making contributions for 2018 to certain employer-sponsored retirement plans, if an automatic six-month extension was filed.

October 31 Employers: Reporting income tax withholding and FICA taxes for third quarter 2019 (Form 941) and paying any tax due.
November 15 Exempt organizations: Filing a 2018 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) and paying any tax, interest and penalties due, if a six-month extension was previously filed.
December 16 Calendar-year corporations: Paying the fourth installment of 2019 estimated income taxes.
December 31 Employers: Establishing a retirement plan for 2019 (generally other than a SIMPLE, a Safe-Harbor 401(k) or a SEP).

For more information, contact Rob Swenson at rswenson@orba.com or your ORBA advisor at 312.670.7444.
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