BENEFIT PLAN DEADLINE (12/31 year end): Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2021. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year For additional information on these deadlines or our employee benefit plan audit services, please click here to contact … Continued
BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution of 402(g) (excess deferrals) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
INDIVIDUALS: File a 2021 Form 1040 or Form 1040-SR and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 4868 and pay what you estimate you owe in tax to avoid penalties and interest. For more information, see Form 4868. Then, file Form 1040 or … Continued
2021 Delaware tax returns must be filed or extended. The balance due must be paid. An automatic 6-month extension using Form 1027 can be filed. This is NOT an extension to pay. For additional information on these deadlines or our tax services, please click here to contact us.
NONPROFITS: Form 990 filing deadline for calendar year nonprofit organizations.
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
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. … Continued
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.
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 … Continued
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 … Continued