BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
Final extended filing deadline for individuals who requested a discretionary 2-month extension by 10/15 For additional information on these deadlines or our international services, please click here to contact us.
For calendar year corporations, deposit the fourth installment of estimated income tax for 2025. A worksheet, Form 1120-W, is available to help estimate taxes for the year. For additional information on these deadlines or our tax services, please click here to contact us.
BENEFIT PLAN DEADLINE (12/31 year end): Prospective amendment to add or remove safe harbor status for 2026 Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2026) Required minimum distribution date under IRC 401(a)(9) Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution For additional information on these … Continued
BENEFIT PLAN DEADLINE (12/31 year end): Form 1099-R due to participants who received distribution in 2025. Form W-2 due to report employee’s active participant status for 2025. For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
INDIVIDUALS: If you claimed exemption from income tax withholding last year on the Form W-4, Employee’s Withholding Allowance Certificate, you gave your employer, you must file a new Form W-4 … Continued
Businesses: Give annual information statements to recipients of certain payments you made during 2025. You can use the appropriate version of Form 1099 or other information return. Form 1099 can … Continued
Businesses: File information returns (for example, certain Forms 1099) for certain payments you made during 2025. These payments are described under January 31, earlier. However, Form 1099-NEC reporting nonemployee compensation … Continued
Form 1042 is due. An automatic 6-month extension using Form 7004 can be filed. This is NOT an extension to pay. Form 3520-A is due for calendar year foreign trusts … Continued
BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution for failed ADP/ACP without 10% excise tax is due (non EACAs only). Eligible Automatic Contribution Arrangements (EACAs) have until June 30, 2025 to … Continued