January 2024 Tax Due Dates

• January 16: Estimated Tax Payment for 4th Quarter of 2023 (Form 1040-ES)
• January 17: Farmers and Fishermen Pay Estimated Tax for 2023 (Form 1040-ES)
• January 23: IRS Begins Accepting and Processing 2023 Tax Returns (Form 1040)
• January 31: Due date for employers to send W-2 forms. To ensure you’re able to complete your tax return on time, the IRS requires all employers to send you a W-2 no later than January 31 following the close of the tax year. Generally, this means W-2s get sent by January 31, but you won’t necessarily receive your form by this date.

February 2024 Tax Due Dates

• February 15: File Form W-4 to Reclaim Exemption from Withholding for 2023. If you chose to claim an exemption from your employer withholding taxes from your paycheck last year by filing a Form W-4, you’ll need to re-file the form by this date. You would file this exemption request if you anticipate having no tax liability this year and had none in the previous year.

March 2024 Tax Due Dates
• March 1: Farmers and Fishermen File 2023 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 18

April 2024 Tax Due Dates
• April 1: First Required Minimum Distribution (RMD) by Individuals Who Turned 73
• April 15: File 2024 Tax Return (Form 1040) and Pay Tax Due (except for residents of Maine and Massachusetts)
• April 15: File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)
• April 15: File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)
• April 15: Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES)
• April 15: Contribute to Individual Retirement Account (IRA) for 2023
• April 15: Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 Was Not Extended
• April 15: Contribute to Health Savings Account (HSA) for 2023
• April 15: Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2023 by Self-Employed if Filing of Form 1040 Was Not Extended