Tax Deadlines
McDonald Tax and Wealth Document Deadlines
Individual (April 15th Filing Deadline)
March 25th - Document Due Date
Deadline to provide all tax documents to best ensure filing by tax deadline, April 15th and avoid paying a RUSH fee.
March 26th - April 5th - RUSH Fee Window
If documents are provided during this time frame, or the information provided by the document due date is incomplete, there will be a $500 RUSH fee collected upfront if you wish to have your tax return finalized by the April 15th deadline.
Note: No RUSH fee will apply if you prefer to have your tax return extended.
April 6th - Extension Required
When tax documents are provided after this date, your tax return will be automatically extended with a $200 deposit required. This deposit will be applied against your total fee once your return is finalized and filed.
Business (March 15th Filing Deadline)
February 25th - Document Due Date
Deadline to provide all tax documents and tax ready financial statements to best ensure filing by tax deadline, March 15th and avoid paying a RUSH fee.
February 26th - March 5th - RUSH Fee Window
If documents are provided during this time frame, or the information provided by the document due date is incomplete, there will be a $500 RUSH fee collected upfront if you wish to have your tax return finalized by the March 15th deadline.
Note: No RUSH fee will apply if you prefer to have your tax return extended.
March 6th - Extension Required
When tax documents are provided after this date, your tax return will be automatically extended with a $200 deposit required. This deposit will be applied against your total fee once your return is finalized and filed.
2024 IRS Tax Deadlines
January
January 16 - Estimated tax payment for 4th quarter of 2023
January 31 - Form 1099s and Form W-2s due to independent contractors and employees
March
March 15 - Taxes are due for some business types (Partnerships, multi-member LLCs, and S-Corporations)
April
April 1 - First Required minimum distribution (RMD) by individuals who turned 73 in 2023
April 15 - File 2023 individual tax return and pay tax due
- File 2023 C Corporation and trust and estate tax returns and pay tax due
- File Form 4868 to request 6-month income tax return filing extension (payment of tax not extended)
- File Schedule H (1040) and pay employment taxes for household employees (file separately if Form 1040 is not filed)
- Estimated tax payment for 1st quarter of 2024
- Contribute to individual retirement account (IRA) for 2023
- Withdraw excess IRA contributions in 2023 to avoid penalty if filing of form 1040 was not extended
- Contribute to health savings account (HSA) for 2023
- Contribute to solo 401(k) plan or SEP plan for 2023 by self-employed if filing of form 1040 was not extended
- Last day to file 2020 tax return to request unclaimed tax refund for the 2020 tax year
June
June 17 - Second quarter 2024 estimated tax payment due
September
September 16 - Third quarter 2024 estimated tax payment due
- Deadline for extended partnership and S-corporation returns
October
October 15 - Deadline to file your extended 2023 tax return
- Deadline for extended C-corporation returns
December
December 31 - Required minimum distributions have to be taken for individuals age 73 or older by the end of 2024
- Contribution to employer-sponsored retirement plan for 2024 (401(k), 403(b), 457 or federal thrift savings plans)
January
January 15, 2025 - Fourth quarter 2024 estimated tax payment due