Tax season calendar

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For 2020, July 15 was 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 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 was also extended to July 15, 2020. The deadline for brokerage firms to furnish Form 5498 was extended to Aug. 31, 2020. For more details and updates visit Coronavirus Tax Relief 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 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.