Tax deadlines you need to know for 2023

Much like a belated Christmas, tax season is nearly upon us. Deck your halls, put on the festive tunes and make sure everything is declared lest Santa, known in some places as the ‘IRS’, come knocking for those on his naughty list.

In all seriousness, accurate filing of taxes is crucial for pretty much everyone. There is a strict window in which to file in that is extended only in cases of emergency such as people still battered by the hurricane season. Don’t expect much of a helping hand if you are late.

With the scaremongering out of the way we have for you a full list of the important tax dates for Americans this year. Predictably, April is still the month when the most tax action is happening. The crucial date, 18 April, has been marked in italics. Certainly one to put on the calendar.

Full tax deadline list for 2023

January

3: Self-Employed Individuals Pay Half of Deferred 2020 Social Security Taxes

17: Estimated Tax Payment for 4th Quarter of 2022 (Form 1040-ES)

17: Farmers and Fishermen Pay Estimated Tax for 2022 (Form 1040-ES)

31: File 2022 Tax Return (Form 1040) to Avoid Penalty if Last Installment of Estimated Tax Not Paid by January 17

February

15: File Form W-4 to Reclaim Exemption from Withholding for 2023

March

1: Farmers and Fishermen File 2022 Tax Return (Form 1040) to Avoid Penalty if Estimated Tax Not Paid by January 17

April

1: First Required Minimum Distribution (RMD) by Individuals Who Turned 72 in 2022

10: Tips for March 2023 Reported to Employer (Form 4070)

18: File 2022 Tax Return (Form 1040) and Pay Tax Due

18: File Form 4868 to Request 6-Month Income Tax Return Filing Extension (payment of tax not extended)

18: File Schedule H (1040) and Pay Employment Taxes for Household Employees (file separately if Form 1040 is not filed)

18: Estimated Tax Payment for 1st Quarter of 2023 (Form 1040-ES)

18: Contribute to Individual Retirement Account (IRA) for 2022

18: Withdraw Excess IRA Contributions in 2022 to Avoid Penalty if Filing of Form 1040 Was Not Extended

18: Contribute to Health Savings Account (HSA) for 2022

18: Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Not Extended

18: File 2019 Tax Return (Form 1040) to Request Unclaimed Tax Refund for the 2019 Tax Year

June

15: Estimated Tax Payment for 2nd Quarter of 2023 (Form 1040-ES)

15: US Taxpayers Living and Working Abroad File 2022 Tax Return (Form 1040)

15: US Taxpayers Living and Working Abroad File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)

15: Military Personnel on Duty Outside the U.S. File 2022 Tax Return (Form 1040)

15: Military Personnel on Duty Outside the U.S. File Form 4868 to Request 4-Month Income Tax Return Filing Extension (payment of tax not extended)

October

16: File Extended 2022 Tax Return (Form 1040) and Pay Tax Due

16: Withdraw Excess IRA Contributions in 2022 to Avoid Penalty if Filing of Form 1040 Was Extended

16: Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2022 by Self-Employed if Filing of Form 1040 Was Extended