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Tax Season Calendar

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.


For information about Economic Impact Payments received in 2020, visit Coronavirus Tax Relief and Economic Impact Payments on the IRS website (www.irs.gov).


Important dates

This is a 2021 tax calendar listing some of the approaching deadlines.

Date Tax season event
Dec. 31, 2020

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 distribution from your Edward Jones retirement account*

*Required minimum distribution (RMDs) have been waived for the 2020 tax year. A distribution may be taken if desired.

Jan. 15, 2021

Fourth-quarter 2020 estimated tax payment due

Feb. 1, 2021

IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients

Feb. 16, 2021

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, 2021

Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments

March 15, 2021

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, 2021

First-quarter 2021 estimated Federal tax payments due

Last day to make a 2020 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
  • LLCs (disregarded entities taxed to a signer member)
May 15, 2021

Federal filing deadline for nonprofit organizations

May 31, 2021

IRS deadline for Form 5498 to be furnished to clients

June 15, 2021

Second quarter 2020 estimated tax payment due
Sept. 15, 2021

Third-quarter 2020 estimated tax payment due

Oct. 15, 2021

Federal tax-filing deadline for individuals who filed an extension

Note: All business entity deadlines listed are for calendar tax-year reporting with a Dec. 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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