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.
- January 31, 2019 is the deadline for employers to mail out W-2 forms and for businesses to send 1099 statements, which report non-employee compensation, bank interest, dividends and distributions from a retirement plan, and help calculate your total taxable income.
- April 1 is the 2018 required minimum distribution (RMD) deadline for individuals who turned age 70½ during 2018 (born after June 30, 1947 and before July 1, 1948).
- The April 1 deadline only applies to the first RMD after turning 70½. The deadline for subsequent years is December 31.
- April 15, 2019 is the due date to file your 2018 federal income tax return electronically or postmark your paper submission1.
- If you want a 6-month extension of time to file your federal income tax return, you must file Form 48682 and pay what you estimate your owe in tax to avoid penalties and interest.
- April 15 is the last day to contribute to a traditional or Roth IRA account for 2018.
- Individuals who filed for an extension needs to file their 2018 federal income tax return, must file and pay any tax, interest and penalties due by October 15, 20193.
- December 31, 2019 is the deadline to take required minimum distributions (RMDs) for 2019 tax year, applies to individuals born June 30, 1948 or earlier.
- December 31 is the last day to convert a Traditional IRA to a Roth IRA for the 2019 tax year.
- The deadline to sell non-qualified securities to realize a gain or loss for the 2019 tax year is December 31, 2019, if appropriate.
- December 31 is the last day to make charitable gifts which may qualify for a federal income tax deduction on your 2019 return.