Tax Season Calendar

For 2019, 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

Date
Tax season event
Dec. 31, 2018

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, 2019
Fourth-quarter 2018 estimated tax payment due
Jan. 31, 2019
IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients
Feb. 15, 2019

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 1, 2019
Federal tax-filing deadline for farmers/fishermen
March 15, 2019

Federal tax-filing deadline for S corporations and partnerships

Deadline for partnerships to issue Schedule K-1 to partners

April 15, 2019

First quarter 2019 estimated tax payment due

Last day to make a 2018 contribution to your Edward Jones traditional or Roth IRA

Federal income tax return filing and payment deadline:

  • Individuals
  • Sole Proprietorships
  • C-Corporations (with a December 31 year-end)
May 31, 2019
IRS deadline for Form 5498 to be furnished to clients
June 17, 2019
Second-quarter 2019 estimated tax payment due
Sept. 16, 2019
Third-quarter 2019 estimated tax payment due
Oct. 15, 2019
Federal tax filing deadline for individuals who filed an extension

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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