Tax Season Calendar

    For 2020, April 15 is the big deadline during tax season, but some of the other deadlines worth noting are set forth below. This tax calendar can help you be aware of some of the approaching deadlines.

    Important dates

    This is a 2020 tax calendar listing some of the approaching deadlines.

    Date Tax season event
    Dec. 31, 2019

    Last trade date to recognize a gain or loss

    Last day to convert/transfer your Edward Jones Traditional or Roth IRA

    Last day to take a required minimum distribution (RMD) from your Edward Jones retirement account
    Jan. 15, 2020

    Fourth-quarter 2019 estimated tax payment due
    Jan. 31, 2020

    IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients
    Feb. 15, 2020

    IRS deadline for Consolidated 1099 Tax Statement to be furnished to clients

    (May include Forms 1999-B, 1099-DIV, 1099 INT, 1099-MISC and/or 1099-OID)
    March 2, 2020

    Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments
    March 16, 2020

    Federal tax-filing deadline for S corporations, partnerships and LLCs taxed as an S corporation or partnership

    Deadline for partnerships to issue Schedule K-1 to partners
    April 15, 2020

    First quarter 2020 estimated tax payment due

    Last day to make a 2019 contribution to your Edward Jones traditional or Roth IRA

    Federal income tax return filing and payment deadline:

    • Individuals
    • Farmers/fishermen making quarterly estimated tax payments
    • Sole Proprietorships
    • C-Corporations
    • LLCs (disregarded entities taxed to a signer member)
    May 15, 2020

    Federal filing deadline for nonprofit organizations
    May 31, 2020

    IRS deadline for Form 5498 to be furnished to clients
    June 15, 2020

    Second-quarter 2020 estimated tax payment due
    Sept. 15, 2020

    Third-quarter 2020 estimated tax payment due
    Oct. 15, 2020

    Federal tax filing deadline for individuals who filed an extension

    Note: All business entity deadlines listed are for calendar-tax-year reporting with a December 31 year-end. Different deadlines may apply for business entities reporting on a fiscal tax year.

    More questions?

    For tax questions, consult your tax professional. For investment-related questions, please contact your local financial advisor.

    Important Information:

    Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.

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