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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.
Must file a completed 2025 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. |
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Last day to establish a SIMPLE IRA for 2025 contribution deductions. For additional information on these deadlines or our tax services, please click here to contact us. |
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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
Final deadline for filing automatically extended 2024 FinCEN 114. Discretionary 2-month additional extension of time to file until December 15, 2025 is available for individuals who are out of the country. A letter explaining the reasons for this request must be filed. Final extended deadline for Foreign-owned U.S. disregarded entities who must paper file a pro-forma Form … Continued
File a 2024 calendar year income tax return (Form 1120) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see April 15, earlier. For additional information on these deadlines or our tax services, please click here to contact us.
If you have an automatic 6-month extension to file your income tax return for 2024, file Form 1040 or Form 1040-SR and pay any tax, interest, and penalties due. For additional information on these deadlines or our tax services, please click here to contact us. |
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