Tax calendar 2010
Watch for these important dates.
|
Action or deadline |
Date |
|---|---|
|
Fund your IRA as soon as possible. Returns will have more time to compound. |
Jan. - Feb. |
|
Get organized for the tax season by assembling all the necessary information. |
Jan. - Feb. |
|
Make sure you have received your tax statements (W2, 5498 or 1099-R, for example). Check mailing dates for Ameriprise tax forms. |
Jan. - April |
|
Final estimated quarterly tax payment due for 2009 for those who are self-employed, retired or others who may have insufficient withholding or prior tax payments. |
Jan. 15 |
|
Submit any remaining claims to your Flexible Spending Accounts (FSAs) for the previous year if this is allowed by your employer. |
March 31 |
|
Take required minimum distributions (RMDs) if you turned 70½ in the previous year. |
April 1 |
|
File federal and state taxes or file Form 4868 to get an extension on filing your federal tax return. Any tax liability is due. |
April 15 |
|
Final day to fund traditional and Roth IRA contributions for the previous year. |
April 15 |
|
Estimated quarterly tax payment due for 2010 for those who are self-employed, retired or others who may have insufficient withholding or prior tax payments. |
April 15 |
|
Estimated quarterly tax payment due for 2010 for those who are self-employed, retired or others who may have insufficient withholding. |
June 15 |
|
Open enrollment for many employee-benefit plans. |
Sept. - Nov. |
|
Estimated quarterly tax payment due for 2010 for those who are self-employed, retired or others who may have insufficient withholding. |
Sept. 15 |
|
Deadline for small business owners to set up a new SIMPLE IRA. |
Oct. 15 |
|
Extended tax filing deadline. |
Oct. 15 |
|
Last day to recharacterize a contribution or conversion from the prior year. |
Oct. 15 |
|
Take required minimum distributions (RMDs) for the year (except for 2009 when RMDs were waived). |
Dec. 31 |
|
Final day to convert a traditional IRA to a Roth IRA for current year. |
Dec. 31 |
|
Last day to sell non-qualified securities to realize a gain or loss in the current year. |
Dec. 31 |
|
Charitable giving due for current year tax deductions. |
Dec. 31 |
|
Deferrals to employer plans due. |
Dec. 31 |
|
Deadline for small business owner to establish a qualified plan. |
Dec. 31 |