INDIVIDUALS: If you received $20 or more in tips during March, report them to your employer. You can use Form 4070.

BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution of 402(g) (excess deferrals) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Deadline to file FINCen 114 (Formerly known as Form TD F 90-22.1) (FBAR). Reporting is on a calendar year, regardless of the taxpayer’s fiscal year elected.  Foreign-owned U.S. disregarded entities must paper file a pro-forma Form 1120 and Form 5472. An automatic extension to October 15, 2023 using Form 7004 is available.  For additional information on these deadlines or … Continued

INDIVIDUALS: File a 2022 Form 1040 or Form 1040-SR and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 4868 and pay what you estimate you owe in tax to avoid penalties and interest. For more information, see Form 4868. Then, file Form 1040 or … Continued

INDIVIDUALS: If you received $20 or more in tips during April, report them to your employer. You can use Form 4070.

NONPROFITS: Form 990 filing deadline for calendar year nonprofit organizations.

INDIVIDUALS: If you received $20 or more in tips during May, report them to your employer. You can use Form 4070.

Deadline for 2022, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An automatic extension to December 15, 2023, using Form 4868 is available as long as individuals did not receive US wages. This is NOT an extension … Continued

INDIVIDUALS: Make a payment of your 2023 estimated tax if you’re 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 second installment date for estimated tax in 2022. For more information, see Pub. 505.  CORPORATIONS: For calendar year corporations, deposit the second installment … Continued

EMPLOYEE BENEFIT PLANS: Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.