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Personal Taxes
Stay on top of your annual filing, estimated payments, and record-keeping to maximize deductions.
Organize tax documents
Gather W-2s, 1099s, mortgage interest statements, and charitable donation receipts.
Due: By January 31Maximize IRA contributions
Contribution deadline for Traditional and Roth IRAs for the previous tax year.
Due: By April 15File an extension (if needed)
Submit Form 4868 if you need more time to file your return (payment still due).
Due: By April 15File annual income tax return
Submit your Form 1040 and state returns to avoid penalties.
Due: By April 15Pay Q1 estimated taxes
First payment due for self-employed individuals or those with significant untaxed income.
Due: By April 15Pay Q2 estimated taxes
Second payment due.
Due: By June 15Pay Q3 estimated taxes
Third payment due.
Due: By September 15Pay Q4 estimated taxes
Fourth payment due.
Due: By January 15Review and adjust W-4 withholding
Check if you need to change your withholding based on life changes (marriage, kids, etc.).
Due: Annually or after major life events