Events

IMPORTANT DEADLINE: International

Deadline for 2021, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An automatic extension to December 15, 2022, using Form 4868 is available as long as individuals did not receive US wages. This is NOT an extension … Continued

IMPORTANT DEADLINE: Individuals and Corporations

INDIVIDUALS: Make a payment of your 2022 estimated tax if you’re not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. This is the second installment date for estimated tax in 2021. For more information, see Pub. 505.  CORPORATIONS: For calendar year corporations, deposit the second installment … Continued

IMPORTANT DEADLINE: Employee Benefit Plans

EMPLOYEE BENEFIT PLANS: Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end): Summary of Material Modifications (SMM) or Summary Plan Description (SPD) must be distributed within 210 days after the end of the plan year when a plan’s provisions have material changes  Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)  For additional information on these deadlines or our employee … Continued

IMPORTANT DEADLINE: Employers with Employee Benefit Plans

ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS: BENEFIT PLAN DEADLINE (12/31 year end): Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if not extending  Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if not extending  … Continued

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15.  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: Trusts

Must file a completed 2022 tax return if a 5-1/2-month extension was filed in April.  For additional information on these deadlines or our estate and trust services and tax services, please click here to contact us.

IMPORTANT DEADLINE: Deductions

Last day to establish a SIMPLE IRA for 2022 contribution deductions.  For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end): Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if extended  Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if extended  For additional information on these deadlines or our employee … Continued

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