Tax season calendar

For 2024, April 15 is the big deadline during tax season, but 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 2024 tax calendar listing some of the approaching deadlines.

DateTax season event
Dec. 29, 2023

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

Jan. 16, 2024Fourth-quarter estimated tax payment due
Jan. 31, 2024IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients
Feb. 15, 2024

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, 2024Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments
March 15, 2024

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, 2024

Federal income tax-return filing and payment deadline:

  • Individuals
  • Farmers/fishermen making quarterly estimated tax payments (Note: First-quarter estimated payment is due April 15, 2024)
  • Sole proprietorships

Last day to make a 2023 contribution to your Edward Jones traditional or Roth IRA

Federal filing deadline for nonprofit organizations

First-quarter 2024 estimated federal tax payments due

May 31, 2024IRS deadline for Form 5498 to be furnished to clients
June 17, 2024Second-quarter 2024 estimated tax payment due
Sept. 16, 2024Third-quarter 2024 estimated tax payment due
Oct. 15, 2024Federal 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 Edward Jones 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.