January 2026
January 12
Individuals: Report December 2025 tip income of $20+ to your employer using Form 4070.
January 15
Individuals: Pay the 4th installment of 2025 estimated taxes (Form 1040-ES) if you're not paying enough tax through withholding (or not withholding at all).
January 15
Employers: Deposit December 2025 nonpayroll withheld income tax if the monthly deposit schedule applies.
February 2026
February 2
Individuals: File your 2025 income tax return (Form 1040/1040-SR) and pay any tax due to avoid penalties for underpaying the January 15 estimated tax installment.
February 2
Businesses: Provide to recipients- Form 1098, Form 1099-MISC (except those with a Feb 17 deadline), Form 1099-NEC, and Form W-2G.
February 2
Employers:
Provide 2025 Form W-2 to employees.
If all associated taxes weren't deposited on time and in full, file Form 941 (Q4 2025).
If all associated taxes weren't deposited on time and in full, file Form 940 (2025) and pay any tax due.
File Form W-2 (Copy A) and Form W-3 with the social Security Administration.
February 10
Individuals: Report January tip income of $20+ to your employer using Form 4070.
February 10
Employers:
If all associated taxes were deposited on time and in full, file Form 941 (Q4 2025).
If all associated taxes were deposited on time and in full, file Form 940 (2025).
February 17
Individuals: File a new Form W-4 to continue your withholding exemption for another year (if you claimed exemption in 2025).
February 17
Businesses: Provide Form 1099-B, Form 1099-S, and certain Form 1099-MISC (payments reported in Box 8 or Box 10) to recipients.
February 17
Employers:
Deposit January Social Security, Medicare, and withheld income taxes if the monthly deposit rule applies.
Deposit January nonpayroll withheld income tax if the monthly deposit rule applies.
March 2026
March 2
Business: Businesses File Forms 1098, 1099 (excluding those with a February 2 deadline), W-2G, and transmittal Form 1096 for interest, dividends, and miscellaneous payments made during 2025. Electronics filers may defer filing until April1.
March 10
Individuals: Report February tip income of $20 or more to your employer using Form 4070.
March 16
Calendar-Year S Corporations: File your 2025 income tax return (Form 1120-S) and provide each shareholder with Schedule K-1 (or an approved substitute).
Alternatively, file Form 7004 to request an automatic six-month extension.
Any tax due must be paid by this date.
March 16
Calendar-Year Partnerships: File your 2025 income tax return (Form 1065 or 1065-B) and provide each partner with Schedule K-1 (or an approved substitute).
You may also request an automatic six-month extension using Form 7004.
March 16
Employers: Deposit Social Security, Medicare, and withheld income taxes for February if you follow the monthly deposit schedule.
March 16
Employers: Deposit nonpayroll withheld income tax for February if the monthly deposit rule applies.
April 2026
April 1
Employers: Electronically File Forms 1097, 1098, 1099 (excluding those with earlier deadlines) and Form W-2G for 2025.
April 10
Individuals: Report March tip income of $20 or more to your employer using Form 4070.
April 15
Individuals:
Pay the first installment of 2026 estimated taxes using Form 1040-ES, if not fully covered through withholding.
File your 2025 federal income tax return (Form 1040 or 1040-SR), or request an automatic six-month extension using Form 4868.
Taxpayers living outside the U.S. or Puerto Rico, or serving in the military abroad, receive an automatic two-month extension (payment still due by April 15).
Make 2025 contributions to traditional or Roth IRAs (even if an extension is filed).
Make 2025 contributions to SEP and certain other retirement plans (unless an extension is filed).
File your 2025 gift tax return (Form 706) and or request a six-month extension using Form 8892.
In no gift tax is due, filing Form 4868 extends both Form 1040 and Form 709.
April 15
Household Employers:
File Schedule H if household wages paid totaled $2,800 or more in 2025 and Form 1040 is not otherwise required.
If filing Form 1040, Schedule H is submitted with the return and extended automatically if the return is extended.
April 15
Calendar-Year Trust & Estates: File your 2025 income tax return (Form 1041) or request an automatic five-and-a-half-month extension using Form 7004. (six months for bankruptcy estates). Any tax due must be paid by April 15.
April 15
Calendar-Year Corporations:
File your 2025 income tax return (Form 1120) or request a six-month extension using Form 7004.
Pay the first installment of 2026 estimated income taxes, completing Form 1120-W for records.
April 15
Employers:
Deposit Social Security, Medicare, and withheld income taxes for March if following the monthly deposit schedule.
Deposit nonpayroll withheld income tax for March if the monthly deposit rule applies.
May 2026
May 11
Individuals:
Report April tip income of $20 or more to employees using Form 4070.
May 11
Employers:
Report Social Security, Medicare taxes, and income tax withholding for the first quarter of 2026 using Form 941, provided all related taxes are deposited fully and on time.
May 15
Employers:
Deposit Social Security, Medicare, and withheld income taxes for April if the monthly deposit rule applies.
Deposit nonpayroll withheld income taxes for April if the monthly deposit rule applies.
May 15
Calendar-year exempt organizations:
File 2025 information return (Form 990, 990-EZ, or 990-PF), or request an automatic six-month extension using Form 8868, and pay any tax due.
May 15
Calendar-year small exempt organization (with gross receipts normally $50,000 or less):
File a 2025 e-Postcard (Form 990-N) if not filing Form990 - Form 990-EZ.
June 2026
June 10
Individual:
Report May tip income of $20 or more to employers using Form 4070.
June 15
Employers:
Deposit Social Security, Medicare, and withheld income taxes for May if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for May if the monthly deposit rule applies.
June 15
Calendar-year corporations:
Pay the second installment of 2026 estimated income taxes and complete Form 1120-W for their records.
June 15
Individuals:
Pay the second installment of 2026 estimated taxes using Form 1040-ES if not paying sufficient income tax through withholding.
If living outside the United States and Puerto Rico, or serving in the military outside those areas, must file 2025 individual income tax return (Form 1040 or 1040-SR), or request a four-month extension using Form 4868, and pay any tax, interest, and penalties due.
July 2026
July 10
Individuals:
Report June tip income of $20 or more to employers using Form 4070.
July 15
Employers:
Deposit Social Security, Medicare, and withheld income taxes for June if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for June if the monthly deposit rule applies.
July 31
Employers:
Report Social Security, Medicare taxes, and income tax withholding for the second quarter of 2026 using Form 941. If all associated taxes were not deposited in full and on time, any remaining tax must be paid.
File a 2025 calendar-year retirement plan report using Form 5500 or Form 5500-EZ, or request an extension.
August 2026
August 10
Employers:
Report Social Security, Medicare taxes, and income tax withholding for the second quarter of 2026 using Form 941, if all associated taxes were deposited in full and on time.
August 10
Individuals:
Report July tip income of $20 or more to employers using Form 4070.
August 17
Employers:
Deposit Social Security, Medicare, and withheld income taxes for July if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for July if the monthly deposit rule applies.
September 2026
September 10
Individuals:
Report August tip income of $20 or more to employers using Form 4070.
September 15
Individuals:
Pay the third installment of 2026 estimated taxes using Form 1040-ES if not paying sufficient income tax through withholding.
September 15
Calendar-year corporations:
Pay the third installment of 2026 estimated income taxes and complete Form 1120-W for their records.
September 15
Calendar-year S corporations:
File their 2025 income tax returns (Form 1120-S) and provide each shareholder with Schedule K-1 (or an equivalent), if an automatic six-month extension was filed. Any tax, interest, and penalties due must be paid.
Make 2025 contributions to certain employer-sponsored retirement plans if an automatic six-month extension was filed.
September 15
Calendar-year partnerships:
File 2025 income tax return (Form 1065 or Form 1065-B) and provide each partner with Schedule K-1 (or an equivalent), if an automatic six-month extension was filed.
September 15
Employers:
Deposit Security, Medicare, and withheld income taxes for August if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for August if the monthly deposit rule applies.
September 30
Calendar-year trusts and estates:
File 2025 income tax return (Form 1041) if an automatic five-and-a-half-month extension was filed. Any tax, interest, and penalties due must be paid.
October 2026
October 13
Individuals:
Report September tip income of $20 or more to employers using Form 4070.
October 15
Calendar-year bankruptcy estates:
File 2025 income tax return (Form 1041) if an automatic six-month extension was filed, and pay any tax, interest, and penalties due.
October 15
Individuals:
File 2025 income tax return (Form 1040 or 1040-SR) if an automatic six-month extension was filed (or a four-month extension for those living outside the United States and Puerto Rico), and pay any tax, interest, and penalties due.
Make 2025 contributions to certain existing retirement plans or establish and fund a SEP for 2025 if an automatic six-month extension was filed.
File a 2025 gift tax return (Form 709) and pay any tax, interest, and penalties due if an automatic six-month extension was filed.
October 15
Calendar-year C corporations:
File 2025 income tax return (Form 1120) if an automatic six-month extension was filed, and pay any tax, interest, and penalties due.
Make 2025 contributions to certain employer-sponsored retirement plans if an automatic six-month extension was filed.
October 15
Employers:
Deposit Social Security, Medicare and withheld income taxes for September if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for September if the monthly deposit rule applies.
November 2026
November 2
Employers:
Report Social Security, Medicare taxes, and income tax withholding for the third quarter of 2026 using Form 941, and pay any tax due if all associated taxes were not deposited in full and on time.
November 10
Employers:
Report Social Security, Medicare, and income tax withholding for the third quarter of 2026 using Form 941 if all associated taxes were deposited in full and on time.
November 10
Individuals:
Report October tip income of $20 or more to employers using Form 4070.
November 16
Employers:
Deposit Social Security, Medicare, and withheld income taxes for October if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for October if the monthly deposit rule applies.
November 16
Calendar-year exempt organizations:
File 2025 information return (Form 990, 990-EZ, or 990-PF) if a six-month extension was filed, and pay any tax, interest, and penalties due.
December 2026
December 10
Individuals:
Report November tip income of $20 or more to employers using Form 4070.
December 15
Calendar-year corporations:
Pay the fourth installment of 2026 estimated income taxes and complete Form 1120-W for their records.
December 15
Employers:
Deposit Social Security, Medicare, and withheld income taxes for November if the monthly deposit rule applies.
Deposit nonpayroll withheld income tax for November if the monthly deposit rule applies.