IRS Filing Due Dates
File on: The 4th month after your fiscal year ends, day 15.
Note | If your due date falls on a Saturday, Sunday, or legal holiday, the due date is delayed until the next business day. Your return is considered filed on time if the envelope is properly addressed, postmarked, and deposited in the mail by the due date.
If you can’t file by the due date of your return, you should request an extension of time to file. To receive an automatic 6-month extension of time to file your return, you must file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return by the due date of your return. An extension of time to file is not an extension of time to pay. You may be subject to a late payment penalty on any tax not paid by the original due date of your return.
For more information about general, employers’ and excise calendars, refer to IRS Publication 509
Financial Calculators
by Courtesy of CalcXML
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- What is my potential estate tax liability?
- 2019 federal income tax calculator
- Should I adjust my payroll withholdings?
- Will my investment interest be deductible?
- How much self-employment tax will I pay?
- Capital gains (losses) tax estimator
- Compare taxable, tax-deferred, and tax-free investment growth
- How much of my social security benefit may be taxed?
- What are the tax implications of paying interest?
- Should I itemize or take the standard deduction?
- What is my tax-equivalent yield?
- 2019 tax refund estimator
- Tax freedom day
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- How much home can I afford?
- Should I refinance my mortgage?
- Mortgage calculator
- Comparing mortgage terms (i.e. 15, 20, 30 year)
- Should I pay discount points for a lower interest rate?
- Should I rent or buy a home?
- Should I convert to a bi-weekly payment schedule?
- Compare a ‘no-cost’ vs. traditional mortgage
- What are the tax savings generated by my mortgage?
- Which is better, fixed or adjustable-rate mortgage?
- Adjustable rate mortgage calculator
- How do closing costs impact the interest rate?
- Compare an interest-only vs. traditional mortgage
- How much can I borrow from my home equity (HELOC)?
- Loan Comparison Calculator
- How Does a Reverse Mortgage Work?
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- How much should I be saving for college?
- Will I be able to pay back my student loans?
- What are the advantages of a Coverdell ESA?
- What are the advantages of a 529 college savings plan?
- What is the value of a college education?
- What are the payments on a parental (PLUS) loan?
- Should I live at home, on campus, or off campus?
- When should I begin saving for my child’s college?
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- How should I allocate my assets?
- Compare taxable vs. tax-free investment return
- What is the value of a bond?
- What is the return on my real estate investment?
- What is the value of compound interest?
- What is the value of a call or put option?
- Taxable vs. tax-advantaged savings?
- What is my risk tolerance?
- What is the long-term impact of increased investment return?
- Certificate of deposit (CD) analyzer
- What is the dividend yield on a stock?
- How do expenses impact mutual fund returns?
- Certificate of deposit (CD) laddering strategy
- Share Certificate analyzer
- Share Certificate laddering strategy
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- Becoming a millionaire
- Income generated by a savings plan
- How long will it take to double my savings?
- How long until my savings reach my goal?
- Save now vs. save later
- How much should I save to reach my goal?
- What could my current savings grow to?
- Calculate rate of return
- How do taxes and inflation impact my investment return?
- What is the effective annual yield on my investment?
- What could my recurring (monthly) savings grow to?
- What savings amount do I need to start with?
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- Should I lease or purchase an auto?
- Auto purchase – Loan versus 0% dealer financing?
- What would my auto payments be?
- Should I upgrade to a more fuel efficient vehicle?
- Auto loan – Accelerated payoff
- How much vehicle can I afford?
- Should I refinance my auto loan at a lower rate?
- How much can I lower my monthly payment with a new auto loan?
- How much might my vehicle depreciate?
- Calculate my RV loan payments including balloon
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- What are the tax savings of a qualified retirement/cafeteria plan?
- What are my new business startup costs?
- Should I pay or charge monthly, quarterly or annually?
- What is the value of my business?
- How many units do I need to sell to breakeven?
- Should I lease or buy equipment?
- What are my business financial ratios?
- What is my employee total compensation package worth?
- What are my tax savings with Section 179 deduction?
- Employer FSA Savings Calculator
- Paycheck Protection Program (PPP) Loans through SBA
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- How will retirement impact my living expenses?
- How much will I need to save for retirement?
- Are my current retirement savings sufficient?
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- I’m retired, how long will my savings last?
- When should I begin saving for retirement?
- Should I convert discretionary expenses to savings?
- How much retirement income may my 401(k) provide?
- Compare a Roth 401(k) to a Traditional 401(K)
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- How does inflation impact my standard of living?
- How much am I spending?
- How much do I need for emergencies?
- Should I pay down debt or invest my monthly surplus?
- How long will my money last with systematic withdrawals?
- Should my spouse enter the work force?
- What is my current net worth?
- What is my projected net worth?
- What is my current cash flow?
- What is my projected cash flow?
- What is the value of reducing, postponing or foregoing expenses?
- Historical inflation – Compare purchasing power
- Balance My Checkbook
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- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- Do I have too much debt?
- What is the balance on my loan?
- Should I consolidate my personal debt into a new loan?
- Restructuring debts for accelerated payoff
- Which is better: Cash up front or payments over time?
- What is the impact of making extra payments on my debt?
- Should I pay off debt or invest?
- Should I transfer my credit card balances?
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- How much life insurance do I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- How much disability income insurance do I need?
- What are the chances of becoming disabled?
- What are my long-term care insurance needs?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
- What is the future value of an annuity?
- Which is better, comprehensive plan or high-deductible plan with HSA?
- Compare a taxable investment to a tax-deferred investment
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- How much will my company bonus net after taxes?
- How will payroll adjustments affect my take-home pay?
- Convert my salary to an equivalent hourly wage
- Convert my hourly wage to an equivalent annual salary
- What is the future value of my employee stock options?
- Should I exercise my ‘in-the-money’ stock options?
- What may my 401(k) be worth?
- What is the impact of increasing my 401(k) contribution?
- What may my 457(b) be worth?
- What is the impact of increasing my 457(b) contribution?
- What may my 403(b) Plan be worth?
- What is the impact of increasing my 403(b) contribution?
- What may my Health Savings Account (HSA) be worth?
- What may my company ESOP be worth?
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- Evaluate my company pension payout options
- How much can I contribute to an IRA?
- How much retirement income may an IRA provide?
- Should I convert to a Roth IRA?
- What will my qualified plan(s) be worth at retirement?
- What is my current year required minimum distribution?
- What is my projected required minimum distributions?
- What are my lump sum distribution options?
- How do I maximize my employer 401(k) match?
- What is the impact of borrowing from my retirement plan?
- What is the impact of early withdrawal from my 401(k)?
- I’m self-employed, how much can I contribute to a retirement plan?
- Net unrealized appreciation (NUA) vs. IRA rollover?
- What are my Stretch IRA distributions?
- 72(t) early distribution analysis
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Forms & Publications
Federal | States
The Interactive Tax Assistant (ITA) is Internal Revenue Service (IRS) tool that provides answers to a number of tax law questions. It can determine if a type of income is taxable, if you’re eligible to claim certain credits, and if you can deduct expenses on your tax return. It also provides answers for general questions, such as determining your filing status, if you can claim dependents, if you have to file a tax return, etc. Below are useful IRS ITA links to help you get started. You can find topics by category below. Topics by Category Affordable Care Act (Health Care)Most Popular Topics
Filing Requirement, Form to Use, Due Date
Filing Status, Dependents and Exemptions
Retirement: Pensions, IRAs, Social Security
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- Are My Social Security or Railroad Retirement Tier I Benefits Taxable?
- Is My Pension or Annuity Payment Taxable?
- Do I Need to Report the Transfer or Rollover of an IRA or Retirement Plan on My Tax Return?
- Is the Distribution From My Roth Account Taxable?
- Is the Distribution From My Traditional, SEP or SIMPLE IRA Taxable?
- Do I Meet an Exception to the Additional Tax on Early Distributions From IRAs or Retirement Plans?
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- Do I Include My Scholarship, Fellowship, or Education Grant as Income on My Tax Return?
- How Do I Claim My Gambling Winnings and/or Losses?
- Do I Have Income Subject to Self-Employment Tax?
- Is My Residential Rental Income Taxable and/or Are My Expenses Deductible?
- Is My Tip Income Taxable?
- Are Payments I Receive for Being Unemployed Taxable?
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- Can I Deduct My Medical and Dental Expenses?
- Can I Deduct My Mortgage-Related Expenses?
- Can I Deduct My Charitable Contributions?
- Can I Claim My Expenses as Miscellaneous Itemized Deductions on Schedule A?
- Can I Deduct Personal Taxes That I Pay as an Itemized Deduction on Schedule A?
- Are My Work-Related Education Expenses Deductible?
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- Am I Eligible to Claim an Education Credit?
- Does My Child/Dependent Qualify for the Child Tax Credit or the Credit for Other Dependents?
- Am I Eligible to Claim the Premium Tax Credit?
- Am I Eligible to Claim the Child and Dependent Care Credit?
- Do I Qualify for the Credit for the Elderly or Disabled?
- Do I Qualify for the Retirement Savings Contributions Credit?
- Am I Eligible to Claim a Credit for Adopting a Child or to Exclude Employer-Provided Adoption Benefits From My Employer?
- Am I Eligible to Claim the Foreign Tax Credit?
- Do I Need to Repay the First-Time Homebuyer Credit?
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- Am I Eligible to Apply for an Individual Taxpayer Identification Number?
- Can I Exclude Income Earned in a Foreign Country?
- Am I Eligible to Claim the Foreign Tax Credit?
- As a U.S. Citizen or Resident Alien Married to a Nonresident Alien, What’s My Filing Status?
- Is Federal Income Tax Withholding Required on the Disposition of U.S. Property Interest by a Nonresident Alien?
- Am I Required to File a Nonresident Alien U.S. Individual Tax Return?
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- Am I Eligible to Apply for an Individual Taxpayer Identification Number?
- Can I or My Spouse Claim Part of a Refund Being Applied Toward a Debt Owed by the Other Spouse?
- Do I Have Cancellation of Debt Income on My Personal Residence?
- Am I Required to Make Estimated Tax Payments?
- Do I Need to Pay the Heavy Highway Vehicle Use Tax?
- Can I Claim Exemption From Withholding on Form W-4?