NONPROFITS: Form 990 filing deadline for calendar year nonprofit organizations.

INDIVIDUALS: On March 17, the Treasury and IRS enacted an automatic extended time period for individuals to file and pay 2020 taxes from April 15 to May 17. File a … Continued

Deadline for 2020, 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 … Continued

INDIVIDUALS: Make a payment of your 2021 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 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

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

INDIVIDUALS: Make a payment of your 2021 estimated tax if you are not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. … Continued

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 … Continued

Must file a completed 2021 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.