Resource Center

This list of tax resources will provide you with official links and tips for getting a hold of your taxes, including our Tax Preparation Checklist and 2024 Tax Deadline Calendar.

Quick Tax Resources

2024 Tax Calendar

Important tax deadlines you need to know.

  • JAN 16
    Individuals: Fourth-quarter 2023 estimated tax payments due (1040-ES)

    JAN 29
    Individuals: IRS starts accepting 2023 returns

    JAN 31
    Individuals: File 2023 Tax Return (Form 1040) to avoid penalty (only applicable to those who make quarterly estimated tax payments and if last installment of estimated tax was not paid by JAN 16)

    Businesses: 2023 Form 1098, Form 1099-MISC, Form 1099-NEC and Form W-2G due to recipients

    Employers: 2023 Form W-2 due to employees (and Copy A to Social Security Administration)

    Employers: File fourth-quarter 2023 Employer's Quarterly Federal Tax Return (Form 941) and pay any taxes due

    Employers: File form 940 Employer's Annual Federal Unemployment (FUTA) Tax Return and pay any taxes due

    FEB 15
    Individuals: File Form W-4 with employer to continue exemption from federal income tax withholding

    MAR 15
    Calendar-year S corporations: File 2023 income tax return (Form 1120S) or request an automatic six-month extension (Form 7004) and pay any taxes due

    Calendar-year S corporations: The employer profit sharing contribution for the Solo 401(k) unless an extension is granted

    Calendar-year partnerships: File 2023 income tax return (Form 1065) or request an automatic six-month extension (Form 7004) and pay any taxes due

  • APR 1
    Individuals: First Required Minimum Distribution (RMD) by individuals who turned 73 in 2023

    APR 15
    Individuals: Due date of filing 2023 income tax return (Form 1040) or request an automatic six-month extension and pay any taxes due

    Individuals & calendar-year corporations: First estimated tax payment for 2024 due

    Individuals: 2023 contributions to a traditional IRA or Roth IRA (even if extension is filed)

    Individuals: 2023 contributions to a SEP or certain other retirement plans (unless a 2023 income tax return extension is filed)

    Individuals: File 2023 gift tax return (Form 709) or request an automatic six-month extension and pay any taxes due

    Calendar-year C corporations: File 2023 income tax return (Form 1120) or request an automatic six-month extension and pay any taxes due

    APR 30
    Employers: File first-quarter 2024 Employer's Quarterly Federal Tax Return (Form 941) and pay any taxes due

    MAY 15
    Exempt organizations: File 2023 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF, 990-N) or request an automatic six-month extension and pay any taxes due

    JUNE 17
    Individuals & calendar-year corporations: Second estimated tax payment for 2024 due

  • JULY 31
    Employers: File second-quarter 2024 Employer's Quarterly Federal Tax Return (Form 941) and pay any taxes due

    Employers: File Annual Return/Report of Employee Benefit Plan (Form 5500 or Form 5500-EZ) or request an extension

    SEPT 15
    Calendar-year S corporations: File 2023 income tax return (Form 1120S) and pay any tax, interest and penalties due, if an automatic six-month extension was requested

    Calendar-year S corporations: Contributions for 2023 to certain employer-sponsored retirement plans if an automatic six-month extension was requested

    Calendar-year partnerships: File 2023 income tax return (Form 1065 or Form 1065-B) if an automatic six-month extension was requested

    SEPT 16

    Individuals & calendar-year corporations: Third estimated tax payment for 2024 due

  • OCT 15
    Individuals: File 2023 income tax return (Form 1040 or Form 1040-SR) and pay any tax, interest and penalties due, if an automatic six-month extension was requested

    Individuals: Employer contributions for 2023 to Solo 401(k) or establishing and contributing to a SEP for 2023, if an automatic six-month extension was requested

    Individuals: File 2023 gift tax return (Form 709) and pay any tax, interest and penalties due, if an automatic six-month extension was requested

    Calendar-year C corporations: File 2023 income tax return (Form 1120) and pay any tax, interest and penalties due, if an automatic six-month extension was requested

    OCT 31
    Employers: File third-quarter 2024 Employer's Quarterly Federal Tax Return (Form 941)

    NOV 15
    Exempt organizations: File 2023 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) and pay any tax, interest and penalties due, if a six-month extension was requested

    DEC 15
    Calendar-year corporations (C & S corps): Fourth estimated tax payment for 2024 due

    DEC 31
    Employers: Establish retirement plan for 2024 (generally other than a SIMPLE, a Safe-Harbor 401(k) or a SEP)

Tax Preparation Checklist

Gather the right information the first time.

What Documents Do I Need to File Taxes?

This checklist is designed to assist you in gathering the information required for preparation of your tax return. The documents listed are most common, however, other information may be required based on your specific situation. If you are filing a joint return, the information listed is needed for both you and your spouse.

Personal Information

  • Identification information for you (e.g., Driver’s License)

  • Copy of last two year’s federal and state tax returns

  • Correspondence received from IRS and your state/local taxing authority during the year

  • Bank account number and routing number to receive your refund by direct deposit

  • IRS IP PINs

Dependent Information

  • Identification information for your dependents (e.g., Social Security Cards, Birth Certificates, etc.)

  • Form 8332 if your dependent child’s custodial parent is releasing their right to claim the child as a dependent

Sources of Income

  • W-2s from your employer(s)

  • 1099-G forms for unemployment income and state or local tax refunds

  • 1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales

  • 1099-R and SSA-1099 for retirement plan distributions and Social Security benefits

  • 1099-S for income from the sale of your residence or other property

  • 1099-MISC for income from a rental property

  • 1099-Q for distributions from a 529 plan or Coverdell ESA

  • 1099-SA for distributions from a health saving account (HSA)

  • Schedule K-1 for income from a pass-through business, trust, or estate

  • Alimony received (if your divorce or separation agreement is dated on or before 12/31/18)

  • Records of any transactions involving cryptocurrency or digital assets

  • Information on other sources of income, such as gambling winnings, jury duty pay, cancellation of debt, etc.

  • Foreign earned income, dividend income, interest income, or bank accounts

Self-Employment and Business Records

  • 1099-NEC or 1099-K showing income earned as an independent contractor

  • Records of all business income and expenses (e.g., Profit & Loss Statement)

  • Documentation for home office expenses, including square footage of home and square footage of area used exclusively for business

  • Records for business assets to be depreciated, including cost and date placed in service

  • Miles traveled for business purposes

  • Trial balance & financial statements

  • Year-end bank statement and reconciliation

  • Statement or document reflecting proper year-end balance for any bank loans

  • List of any ownership or entity changes

Deductions

If you itemize:

  • Out-of-pocket medical expenses

  • Premiums paid for long-term care insurance

  • Form 1098 showing any mortgage interest, mortgage insurance premiums, and points paid during the tax year

  • Real estate taxes

  • State and local income taxes or sales taxes

  • Taxes paid with your vehicle registration

  • Charitable donations

  • Documentation of casualty losses (if you lived or owned property in a federally declared disaster area)

If you don’t itemize (standard deduction):

  • Form 1098-E for student loan interest

  • Records of contributions to an HSA, IRA, SEP or self-employed retirement plan

  • Alimony paid (for divorce or separation agreements dated on or before 12/31/18)

  • For teachers, expenses paid for classroom supplies

  • Premiums paid for self-employed health insurance

Tax Credits

  • Form 1098-T showing expenses for higher education

  • Childcare costs and care provider’s name, address, and tax identification number

  • Adoption costs and Social Security number child you legally adopted during 2022

  • Form 1095-A if you purchase health insurance through the Health Insurance Marketplace

Estimated Tax Payments

  • Estimated tax payments made during the year to the IRS and state and local tax authorities

  • Prior-year refunds applied to the current year

  • Any amounts paid with an extension

Proof of Losses

  • Records for any stocks or other investments that became totally worthless, or you expect to claim a loss, including date of purchase and original purchase price

  • Records of any non-business bad debts that are not collectible (an example of a non-business bad debt: you lend money to your friend from your personal bank account, and they don’t repay it.)

How To Submit Your Documents

Clients should plan to submit tax documents electronically. You will be provided a link to a secure folder to exchange tax information and upload documents. You can also schedule an appointment to drop off tax documents if you prefer.