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Tax Resources › Tax Calendar

2017
Tax Calendar

Weekends & Holidays:
If a due date falls on a Saturday, Sunday or holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. Dates shown below are for 2017.

January:
  • 15 - Last day to pay 4th quarter estimates for the prior year unless filing return by January 31.
  • 31 - Last day to provide 1099s & W-2s to those people you paid during the prior year.
  • 31 - If you file your prior year's return and pay any tax due by this date, you need not make the 4th Quarter Estimated Tax Payment (see above).
February
  • 28 - Last day to provide file copies of 1099s and W-2s with the government.
April:
  • 1 - If you have not called for a tax appointment, please call us to prepare your 2016 tax return.
  • 1 - Last day to withdraw funds from your IRA account if you turned age 70 1/2 in the prior year and haven't already taken a distribution for that year. For other types of plans, please contact our office
  • 1 - Electronic filing of Forms 1098, 1099, and W-2G. This due date applies only if you file electronically (not by magnetic media).
  • 15 - Last day to file your prior year's Federal individual tax return (Form 1040) or to request an extension to file.
  • 15 - Last day to file your prior year's Federal partnership return (Form 1065) and Federal fiduciary returns or request an automatic 5-month extension until September.
  • 15 - Last day to make an IRA contribution for the prior year.
  • 15 - Last day to make SEP or Keogh contributions unless an extension is filed.
  • 15 - Last day to fund the prior year's Coverdell Education Savings Account.
  • 15 - First estimated tax installment for the year due.
June:
  • 15 - Second estimated tax installment for the year due.
  • 15 - Last day for U.S. Citizens living abroad to file their individual tax return (Form 1040) or request an extension.
July:
  • 1 - Time to review your 2017 year-to-date income and expenses to ensure estimated tax payments and withholding are adequate to avoid underpayment penalties.
  • 31 - Last day for employers (including self-employed individuals) to file appropriate Series 5500 Form for Employee Benefit Plans (includes Keogh Plans).

September:

  • 15 - Third estimated tax installment for the year due.
  • 15 - Last day to file partnership (Form 1065) and fiduciary (Form 1041) returns with an approved extension.
October:
  • 15 - Last day to file prior year's individual tax return (Form 1040), if you are in the United States with an approved extension.
December:
  • 1 - Time for Year-End Tax Planning
  • 31 - Last day for taxpayers who began their minimum IRA distributions in a year before 2017 to make their required withdrawal for 2017.
  • 31 - Last day to pay deductible expenses for the 2017 return (does not apply to IRA, SEP or Keogh contributions, all of which can be made after December 31, 2017).
  • 31 - Last day to withdraw funds from a Traditional IRA Account and avoid a penalty if you turned age before 2017.
  • 31 - If you are self-employed, December 31 is the last day to set up a Keogh Retirement Account if you plan to make a 2017 Contribution.
  • 31 - Technically the last day of the year. However, if it falls on a non-business day such as a Saturday or Sunday, you may not be able to take the recommended actions and should consider taking the actions earlier than December 31st.

IRS Hotline for Individuals:
1-800-829-1040

IRS Hotline for Businesses:
1-800-829-4933

Massachusetts Department
of Revenue Hotline:

1-800-392-6089

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