Events

BENEFIT PLAN DEADLINE (12/31 year end): Prospective amendment to add or remove safe harbor status for 2023  Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For … Continued

Last date to make payments that can be deducted from 2022 return for cash basis taxpayer.  Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2022 return.  … Continued

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

INDIVIDUALS: Make a payment of your estimated tax for 2022 if you didn't pay your income tax for the year through withholding (or didn't pay in enough tax that way). … Continued

BENEFIT PLAN DEADLINE (12/31 year end): Form 1099-R due to participants who received distribution in 2022.  Form W-2 due to report employee’s active participant status for 2022.  For additional information … Continued

ALL EMPLOYERS: All employers must have distributed 2022 W-2 forms to their employees and Form 1099s to their proper recipients. BUSINESSES: Give annual information statements to recipients of certain payments you made … Continued

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

INDIVIDUALS: If you claimed exemption from income tax withholding last year on the Form W-4, Employee’s Withholding Allowance Certificate, you gave your employer, you must file a new Form W-4 … Continued