For 2021, May 17* 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.

* The IRS postponed from April 15, 2021, until May 17, 2021, the deadline for individual taxpayers to file a 2020 Federal income tax return and to pay 2020 Federal income tax due. The IRS has also extended the deadline to make 2020 contributions to a traditional or Roth IRA until May 17, 2021. For residents of Texas, Oklahoma and Louisiana, the filing, payment and contribution deadlines have been extended to June 15, 2021 due to the winter storms in February. For more details and updates visit Coronavirus Tax Relief and Tax Relief in Disaster Situations on the IRS website (www.irs.gov).

Important dates

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

DateTax 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

May 17, 2021

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, 2021)
  • Sole Proprietorships

Last day to make a 2020 contribution to your Edward Jones traditional or Roth IRA

Federal filing deadline for non-profit organizations

June 15, 2021

Second quarter 2021 estimated tax payment due

Texas, Oklahoma and Louisiana residents affected by winter storms in February (disaster relief extension):

Federal income tax-return filing and payment deadline

  •  
  • Individuals
  • Sole Proprietorships
  • Businesses with tax returns normally due on March 15 (generally, partnerships and s-corps) and April 15 (generally, sole proprietors and c-corps)

Last day for individuals in Texas, Oklahoma or Louisiana to make a 2020 contribution to an Edward Jones traditional or Roth IRA

June 30, 2021IRS deadline for Form 5498 to be furnished to clients
Sept. 15, 2021

Third-quarter 2021 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 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.