Tax season calendar
For 2023, April 18* is the big deadline during tax season, but other deadlines worth noting are set forth below. This tax calendar can help you be aware of some of the approaching deadlines.
* April 15 falls on a Saturday in 2023. Emancipation Day, observed in Washington, D.C. the following Monday, April 17, extends the individual tax filing deadline to Tuesday, April 18.
Important dates
This is a 2023 tax calendar listing some of the approaching deadlines.
| Date | Tax season event |
|---|---|
| Dec. 30, 2022 | Last trade date to recognize a gain or loss Last day to convert/transfer your Edward Jones Traditional or Roth IRA Last day to take a distribution from your Edward Jones retirement account |
| Jan. 17, 2023 | Fourth-quarter estimated tax payment due |
| Jan. 31, 2023 | IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients |
| Feb. 15, 2023 | IRS deadline for Consolidated 1099 Tax Statement to be furnished to clients (May include Forms 1999-B, 1099-DIV, 1099 INT, 1099-MISC and/or 1099-OID) |
| March 1, 2023 | Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments |
| March 15, 2023 | Federal tax-filing deadline for S corporations, partnerships and LLCs taxed as an S corporation or partnership Deadline for partnerships to issue Schedule K-1 to partners |
| April 18, 2023 | Federal income tax-return filing and payment deadline:
Last day to make a 2022 contribution to your Edward Jones traditional or Roth IRA Federal filing deadline for non-profit organizations First-quarter 2023 estimated Federal tax payments due |
| May 31, 2023 | IRS deadline for Form 5498 to be furnished to clients |
| June 15, 2023 | Second quarter 2023 estimated tax payment due |
| Sept. 15, 2023 | Third quarter 2023 estimated tax payment due |
| Oct. 16, 2023 | Federal tax-filing deadline for individuals who filed an extension |
Note: All business entity deadlines listed are for calendar tax-year reporting with a Dec. 31 year-end. Different deadlines may apply for business entities reporting on a fiscal tax year.
More questions?
For tax questions, consult your tax professional. For investment-related questions, please contact your local Edward Jones financial advisor.
Important Information:
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.