Events

For calendar year corporations, deposit the fourth installment of estimated income tax for 2021. 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 2022  Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2022)  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

Last date to make payments that can be deducted from 2021 return for cash basis taxpayer.  Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2021 return.  For additional information on these deadlines or our tax services, please click here to contact us.

INDIVIDUALS: Make a payment of your estimated tax for 2021 if you didn't pay your income tax for the year through withholding (or didn't pay in enough tax that way). Use Form 1040-ES. This is the final installment date for 2021 estimated tax payments. However, you don't have to make this payment if you file … Continued

BENEFIT PLAN DEADLINE (12/31 year end): Form 1099-R due to participants who received distribution in 2021.  Form W-2 due to report employee’s active participant status for 2021.  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

ALL EMPLOYERS: All employers must have distributed 2021 W-2 forms to their employees and Form 1099s to their proper recipients. BUSINESSES: Give annual information statements to recipients of certain payments you made during 2021. You can use the appropriate version of Form 1099 or other information return. Form 1099 can be issued electronically with the consent of … Continued

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 by this date to continue your exemption for another year. For additional information on these deadlines or our tax services, please click here to contact … Continued

Businesses: Give annual information statements to recipients of certain payments you made during 2021. You can use the appropriate version of Form 1099 or other information return. Form 1099 can be issued electronically with the consent of the recipient. This due date applies only to the following types of payments.   All payments reported on … Continued