Tax deadlines 2026–2029
Every tax date a private person deals with, years ahead. Add them to your calendar with a reminder a week before.
2026
December
Next up · in 50 days
Last day for 2026 401(k) deferrals and required minimum distributions
Salary deferrals to a 401(k) or 403(b) and required minimum distributions for 2026 must happen by year end.
Employees · Self-employed
2027
January
Estimated tax, 4th payment for 2026
Last estimated tax payment for 2026. You can skip it if you file your 2026 return and pay all tax by 31 January (or the next business day).
Self-employed · Investors · Landlords
February
Forms 1099-NEC, 1099-INT and 1099-DIV sent to you
Clients, banks and funds must send you the 1099 forms that report your 2026 freelance pay, interest and dividends.
Self-employed · Investors
Employers send Form W-2
Your employer must give you your 2026 Form W-2 and file it with the Social Security Administration.
Employees
Brokers send Form 1099-B
Brokers must send you Form 1099-B with your 2026 sales of stocks, funds and other securities.
Investors
April
Estimated tax, 1st payment for 2027
First quarterly payment of 2027 income and self-employment tax not covered by withholding (Form 1040-ES).
Self-employed · Investors · Landlords
Request an extension (Form 4868)
File Form 4868 for six more months to file. The extension does not move the payment date, so pay your estimated balance now.
Everyone
Last day for 2026 HSA contributions
Contributions to a health savings account for 2026 can be made until the filing deadline.
Everyone
Form 1040 due and tax payment
File your 2026 federal income tax return and pay any tax you owe.
Everyone
Last day for 2026 IRA contributions
Contributions to a traditional or Roth IRA for 2026 can be made until the filing deadline.
Everyone
June
Estimated tax, 2nd payment for 2027
Second quarterly estimated tax payment for 2027 (Form 1040-ES).
Self-employed · Investors · Landlords
September
Estimated tax, 3rd payment for 2027
Third quarterly estimated tax payment for 2027 (Form 1040-ES).
Self-employed · Investors · Landlords
October
Extended Form 1040 due
Final day to file your 2026 return if you requested an extension. SEP IRA contributions for 2026 are also due by the extended date.
Everyone
December
Last day for 2027 401(k) deferrals and required minimum distributions
Salary deferrals to a 401(k) or 403(b) and required minimum distributions for 2027 must happen by year end.
Employees · Self-employedEstimate
2028
January
Estimated tax, 4th payment for 2027
Last estimated tax payment for 2027. You can skip it if you file your 2027 return and pay all tax by 31 January (or the next business day).
Self-employed · Investors · LandlordsEstimate
Forms 1099-NEC, 1099-INT and 1099-DIV sent to you
Clients, banks and funds must send you the 1099 forms that report your 2027 freelance pay, interest and dividends.
Self-employed · InvestorsEstimate
Employers send Form W-2
Your employer must give you your 2027 Form W-2 and file it with the Social Security Administration.
EmployeesEstimate
February
Brokers send Form 1099-B
Brokers must send you Form 1099-B with your 2027 sales of stocks, funds and other securities.
InvestorsEstimate
April
Estimated tax, 1st payment for 2028
First quarterly payment of 2028 income and self-employment tax not covered by withholding (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
Request an extension (Form 4868)
File Form 4868 for six more months to file. The extension does not move the payment date, so pay your estimated balance now.
EveryoneEstimate
Last day for 2027 HSA contributions
Contributions to a health savings account for 2027 can be made until the filing deadline.
EveryoneEstimate
Form 1040 due and tax payment
File your 2027 federal income tax return and pay any tax you owe.
EveryoneEstimate
Last day for 2027 IRA contributions
Contributions to a traditional or Roth IRA for 2027 can be made until the filing deadline.
EveryoneEstimate
June
Estimated tax, 2nd payment for 2028
Second quarterly estimated tax payment for 2028 (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
September
Estimated tax, 3rd payment for 2028
Third quarterly estimated tax payment for 2028 (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
October
Extended Form 1040 due
Final day to file your 2027 return if you requested an extension. SEP IRA contributions for 2027 are also due by the extended date.
EveryoneEstimate
December
Last day for 2028 401(k) deferrals and required minimum distributions
Salary deferrals to a 401(k) or 403(b) and required minimum distributions for 2028 must happen by year end.
Employees · Self-employedEstimate
2029
January
Estimated tax, 4th payment for 2028
Last estimated tax payment for 2028. You can skip it if you file your 2028 return and pay all tax by 31 January (or the next business day).
Self-employed · Investors · LandlordsEstimate
Forms 1099-NEC, 1099-INT and 1099-DIV sent to you
Clients, banks and funds must send you the 1099 forms that report your 2028 freelance pay, interest and dividends.
Self-employed · InvestorsEstimate
Employers send Form W-2
Your employer must give you your 2028 Form W-2 and file it with the Social Security Administration.
EmployeesEstimate
February
Brokers send Form 1099-B
Brokers must send you Form 1099-B with your 2028 sales of stocks, funds and other securities.
InvestorsEstimate
April
Estimated tax, 1st payment for 2029
First quarterly payment of 2029 income and self-employment tax not covered by withholding (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
Request an extension (Form 4868)
File Form 4868 for six more months to file. The extension does not move the payment date, so pay your estimated balance now.
EveryoneEstimate
Last day for 2028 HSA contributions
Contributions to a health savings account for 2028 can be made until the filing deadline.
EveryoneEstimate
Form 1040 due and tax payment
File your 2028 federal income tax return and pay any tax you owe.
EveryoneEstimate
Last day for 2028 IRA contributions
Contributions to a traditional or Roth IRA for 2028 can be made until the filing deadline.
EveryoneEstimate
June
Estimated tax, 2nd payment for 2029
Second quarterly estimated tax payment for 2029 (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
September
Estimated tax, 3rd payment for 2029
Third quarterly estimated tax payment for 2029 (Form 1040-ES).
Self-employed · Investors · LandlordsEstimate
October
Extended Form 1040 due
Final day to file your 2028 return if you requested an extension. SEP IRA contributions for 2028 are also due by the extended date.
EveryoneEstimate
December
Last day for 2029 401(k) deferrals and required minimum distributions
Salary deferrals to a 401(k) or 403(b) and required minimum distributions for 2029 must happen by year end.
Employees · Self-employedEstimate
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