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Important tax deadlines

 

Mark your calendar with these tax filing and retirement account deadlines. Doing so can help simplify your financial life and may help you avoid IRS penalties.

State filing and payment deadlines vary and are not always the same as the federal filing deadline. Check with your state tax agencies or your tax preparer for those details. See IRS Tax Relief in Disaster Situations if that applies to you.

January 31, 2022

Deadline for employers to mail out Form W-2, Wage and Tax Statement, and generally, for businesses to send various Forms 1099, which report, for example, non-employee compensation, bank interest, and distributions from a retirement plan, which help calculate your total taxable income. However, extended timelines may apply, resulting in a later mailing date. 

February 15, 2022

Deadline for brokers to send various Forms 1099 for accounts which include securities and report interest, dividends, proceeds from sales, and other income to help you calculate your total taxable income. However, extended timelines may apply, resulting in a later mailing date.

April 18, 20221

  • Deadline to file federal 2021 individual income tax returns 
  • Deadline to file for a federal extension (see Form 48682) and pay any taxes owed to the IRS
  • Deadline for 2021 IRA/HSA contributions
  • State income tax return filing dates and tax payment deadlines vary and are not always the same as the federal filing deadline; check with your state tax agencies or your tax advisor for those details
  • See IRS Tax Relief in Disaster Situations for more information – if you have been affected by a federally-declared disaster
  • A penalty may apply if you don’t file a tax return by the due date but filing an extension will prevent the late filing penalty from applying if you file by the extended due date3

October 17, 2022

  • Deadline to file federal 2021 individual income tax returns (if you filed an extension with the IRS)
  • If you are self-employed and filing for an extension for your personal taxes, you will have until the Oct. 17 deadline to file the paperwork for your individual tax return. However, any taxes you owe are still due on April 181.

December 31, 2022

  • December 31, 2022 is the deadline to take required minimum distributions (RMDs) for 2022 tax year.
  • December 31 is the last day to convert a Traditional IRA to a Roth IRA for the 2022 tax year.
  • The deadline to sell non-qualified securities to realize a gain or loss for the 2022 tax year is December 31, 2022, for calendar year taxpayers.
  • December 31 is the last day to make charitable gifts which may qualify for a federal income tax deduction on your 2022 return for calendar year taxpayers.

Due to the importance of these deadlines, please check with your financial institution and ask for their guidelines so that your transaction can be processed in time to meet the deadlines.
In many cases, for example, for tax document mailing, individual tax return filing, IRA and Coverdell contributions and estimated tax payments, IRS deadlines are delayed to the next business day if they fall on a weekend or legal holiday.

 
1The April 18 deadline is pushed back to April 19 for Maine and Massachusetts residents.
2 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return.
3The failure to pay penalty is generally ½ % of the amount of tax due, each month (or partial month) the payment is late, capped at a maximum of 25%, but can be more in certain circumstances. Additional penalties may apply if you substantially underpay your tax or fail to make sufficient estimated tax payments (if required).
An Ameriprise advisor can provide personalized advice to help you reach your financial goals.

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Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.