Tax Center
Key deadlines, refund status, official forms and a document checklist, all in one place.
Deadlines for the 2026 tax year.
The dates that matter most for individuals, businesses and estimated payments. Weekend dates move to the next business day.
Year-end planning deadline
Roth conversions, gain and loss harvesting, charitable gifts and 401(k) deferrals generally must be completed.
Q4 2026 estimated tax payment
Final estimated payment for the 2026 tax year, federal and most states.
W-2s and most 1099s due
Employers and payers send W-2s and most 1099s (the usual January 31 date falls on a Sunday).
Partnership & S corporation returns
Forms 1065 and 1120-S, or extensions, are due. K-1s go to partners and shareholders.
Individual & C corporation returns
Forms 1040, 1041 and 1120, or extensions. Last day for 2026 IRA and HSA contributions, and Q1 2027 estimates.
Q2 2027 estimated tax payment
Second estimated payment for the 2027 tax year.
Q3 estimates & extended business returns
Third 2027 estimated payment. Extended partnership and S corporation returns due.
Extended individual returns
Extended Form 1040 and C corporation returns due.
Where's my refund?
Check the status of a federal or state refund directly with the tax agency.
What to gather for your return.
A starting list. We'll send a personalized checklist through the client portal.
Income
- W-2s from every employer
- 1099s: interest, dividends, brokerage (1099-B), retirement (1099-R)
- K-1s from partnerships, S corps and trusts
- Equity compensation statements and supplemental basis info
Deductions
- Mortgage interest (Form 1098)
- Property tax statements
- Charitable receipts and donor-advised fund letters
- Childcare and education expenses
Business & rental
- Profit and loss statement
- Rental income and expense summaries
- Major asset purchases and sales
- Payroll and retirement plan reports
Other
- Last year's tax return
- Estimated payments you made this year
- Any IRS or state notices
- Major life changes: move, marriage, birth, sale
Forms, payments & accounts.
Links to official agency websites.
Deadlines are easier with a plan.
Book a free call and let us keep track of the dates for you.