Important Dates
Jan 15th, 2024
Fourth quarter estimated tax payments due for tax year 2023.
🚨January 20th, 2024🚨
Deadline for Shift clients to get 1099 info to Gemini Accounting LLC for 1099 prep.
Jan 31st, 2024
Forms 1099-NEC (for paying independent contractors), Forms 1099-MISC (for rents paid, etc) and W-2s (for paying employees) must be sent out to payees. Additionally, information returns 1096, 1099 and W-2s/W-3 must be sent to the IRS and Oregon Dept of Revenue. For more info about 1099s:
🚨February 20th, 2024🚨
Last day to provide Shift Accounting LLC with your paperwork in order to meet March 15th Partnership and S-Corporation deadlines.
March 15th, 2024
Partnerships and S-Corporation tax returns and extensions due. Last day to elect S-Corporation status for the full year.
*Talk to your preparer about this if you are not going to make the S-election deadline.
🚨March 20th, 2024🚨
Last day to provide Shift Accounting LLC with your paperwork in order to meet April 15th Personal Income Tax deadlines. If we do not have your paperwork by March 20th, please request an Extension for Filing your taxes from your tax preparer. If you expect to owe taxes, and want to avoid late payment penalties, please reach out asap. All personal income tax payments are due April 15th, 2024.
🚨April 15th, 2024🚨 - The big day!
● Deadline to file Individual tax returns (Form 1040) without an extension
● Deadline to pay before interest and penalties accrue for 2023 Form 1040
● Deadline to file for a 6 month-extension for your individual tax return (payment is still due April 15th, 2024)
● If you or your business pays estimated taxes on a quarterly basis, the first 2024 estimated quarterly tax payment is due today.
Deadline to get a refund for your 2020 tax return. No more refunds issued for 2020 taxes after April 15th, 2024.
April 16th - May 7th, 2024
Shift Accounting LLC will be closed. We will still be responding to emails, but in general, we will be taking time to recuperate from tax season.
May 15th, 2024
Both C-Corporation and Non-Profit tax Forms 990, 990EZ and 990N or extensions are due.
June 17th, 2024
The second 2023 estimated quarterly tax payment is due today.
🚨August 15th, 2024🚨
LAST DAY to provide Shift Accounting LLC with your paperwork in order to meet September 15th Partnership and S-Corporation Extension deadlines.
🚨September 1st, 2024🚨
Last day to provide Shift Accounting LLC with your 2023 paperwork in order to meet October 15th Personal Income Tax Extension deadlines.
September 16th, 2024
● Last day to file 2023 S-Corporation and Partnership tax returns that were previously extended.
● The third 2024 estimated quarterly tax payment is due today.
October 15th, 2024
Last day to file Individual 2023 tax returns and FBAR returns that were previously extended.
October 16th - 31st, 2024
Shift Accounting LLC will be closed.
November 15th, 2024
Extended 2023 C-Corporation and Non-profit tax returns due.
This is a great time to tax plan with your preparer! Contact Jenna or Amanda if you want to get ahead of the 2024 tax season.