We're here for you – ready to listen, support and navigate this together.

In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn More

Tax Season Calendar

For 2020, July 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.


* The IRS has postponed from April 15, 2020 until July 15, 2020 the deadline for all taxpayers to file a 2019 Federal income tax return and to pay 2019 Federal income tax due. The deadline to make traditional and Roth IRA contributions has also been extended to July 15, 2020. For more details and updates visit Coronavirus Tax Relief on the IRS website (www.irs.gov).


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*

See July 15, 2020.

May 15, 2020

Federal filing deadline for nonprofit organizations

May 31, 2020

IRS deadline for Form 5498 to be furnished to clients

July 15, 2020*

First quarter 2020 estimated Federal tax payment due


Second 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)
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.

Find a Financial Advisor

Find a Financial Advisor

Select a State and then enter a last name