Events

Form 1042 is due. An automatic 6-month extension using Form 7004 can be filed. This is NOT an extension to pay.  Form 3520-A is due for calendar year foreign trusts with a US owner. An automatic 6-month extension is available, using Form 7004.  Form 8804 must be filed to report withholding tax on income from … Continued

BENEFIT PLAN DEADLINE (12/31 year end): Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2023. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact … Continued

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.

INDIVIDUALS: File a 2023 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 … Continued

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 … Continued