2024 Tax Deadlines

January 25, 2024

1099s
Cutoff to Get Booked Financial Info to Complete Your 2023 1099s

January 16, 2024

Individual ES Payments
4Q 2023 Estimated Tax Payments Due
View Estimated Tax Payment Instructions

January 31, 2024

Payroll Reports
4Q 2023 & Annual Payroll Reports Due (4Q form 941 and annual form 940)
1099s
2023 1099 Filing Deadline
View 1099 Preparation & Filing Instructions

February 15, 2024

Business Tax Returns
Cutoff to Get Booked Financial Info to Complete Business Tax Returns
Key Items Needed: QuickBooks, Bank statements, Payroll Reports, Loan Documents, Home office worksheets

March 15, 2024

Business Tax Returns
IRS Business Tax Return Extensions & Payments Due

Personal Tax Returns
Cutoff to Get Booked Financial Info to Complete Your Personal Tax Return by April 15th
Note: returns With Missing Info Will be Extended to October 15th 

April 15, 2024

County Rendition Reports
2023 County Rendition Reports Extensions Due

April 18, 2024

Personal Tax Returns
Personal Tax Return Filing Deadline

Individual ES Payments
1Q 2024 Estimated Tax Payments Due
View Estimated Tax Payment Instructions

IRA Funding Deadline
Last Day to Fund 2023 IRAs

HSA Funding Deadline
Last Day to Fund 2023 HSAs

May 1, 2024

Payroll Reports
1Q 2024 Payroll Reports Due (1Q form 941)

May 15, 2024

Exempt Organizations & Foundations
2023 Exempt Organizations & Foundations Tax Return due (Form 990)

Texas Franchise Tax Returns
State Extensions & Payments Due

June 15, 2024

Individual & Corporate ES Payments Due
2Q 2024 Estimated Tax Payments Due
Individual Payers:  View Estimated Tax Payment Instructions

July 31, 2024

Payroll Reports
2Q 2024 Payroll Reports Due (2Q form 941)

5500 Filing Deadline
If the total assets in your one-participant retirement plan, i.e., Solo 401k, are worth more than $250,000, you may have an annual Form 5500 tax filing requirement. 

August 1, 2024

Business Tax Returns
Cutoff to get Booked Financial Info to Complete Your Business Tax Return (1065, 1120s) by September 15th – Extended Returns Only
Cutoff to get Booked Financial Info to Complete Your Business Tax Return (1120) by October 15th – Extended Returns Only

August 15, 2024

Personal Tax Returns
Cutoff to Get Booked Financial Info to Complete Your Personal Tax Return by October 15th – Extended Returns Only

September 15, 2024

Individual & Corporate ES Payments Due
3Q 2024 Estimated Tax Payments Due
Individual Payers:  View Estimated Tax Payment Instructions

Business Tax Returns
2023 Business Tax Returns (1065, 1120s) Due – Extended Returns Only

Retirement Plan Contributions
Last Day to Fund 2023 Company Contributions – Extended Returns Only

October 2, 2024

Trust Tax Returns
2023 Trust Tax Returns Due – Extended Returns Only

October 16, 2024

Personal Tax Returns
2023 Personal Tax Returns Due – Extended Returns Only

FBAR
Deadline to Submit Report of Foreign Bank and Financial Accounts (FBAR) – Extended Returns Only

Business Tax Returns
2023 Business Tax Returns (1120) Due – Extended Returns Only

Retirement Plan Contributions
Last Day to Fund 2023 Sole Proprietor SEP IRA Contributions – Extended Returns

October 31, 2024

Payroll Reports
3Q 2023 Payroll Reports Due (3Q form 941)

November 15, 2024

Texas Franchise Tax
Texas Franchise Tax Returns Due – Extended Returns Only

Exempt Organizations & Foundations
2023 Exempt Organizations & Foundations Tax Returns (Form 990) Due – Extended Returns Only

November 20, 2024

Tax Planning
Cutoff to Get Booked Financial Info to Complete Tax Planning
Items Needed Are QuickBooks, Payroll Reports, Home office worksheet, Bank statements

December 2, 2024

Charitable Gifting
Cutoff for Submitting Appreciated Securities Gift Requests to Most Custodians

Roth Conversions
Cutoff for Submitting Requests for Roth Conversions to Most Custodians

December 31, 2024

Required Minimum Distributions
2024 Deadline for Taking Required Minimum Distributions, if Applicable

Corporate ES Payments
4Q 2024 Estimated Tax Payments Due


If you need help meeting any of these tax deadlines, or just need more information – get booked for a call with your Booked Financial Rep

Be sure to follow our Facebook page for more guidance as it is released


This tax information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Booked Financial LLC recommends that you consult with a qualified tax advisor, CPA, financial planner, or investment manager.

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