INDIVIDUALS: Make a payment of your 2022 estimated tax if you are not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. This is the third installment date for estimated tax in 2022. For more information, see Pub. 505.  CORPORATIONS: For calendar year corporations, … Continued

BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15.  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Must file a completed 2022 tax return if a 5-1/2-month extension was filed in April.  For additional information on these deadlines or our estate and trust services and tax services, please click here to contact us.

Last day to establish a SIMPLE IRA for 2022 contribution deductions.  For additional information on these deadlines or our tax services, please click here to contact us.