Upcoming Tax Deadlines

Final Due Date for Taxes Filing with Extensions

• Oct. 15 — If you filed Form 4868 extending the due date of your return, this is the last day to file your tax return and pay any tax, interest, or penalties due. It’s also the last day for making many elections the IRS required you to make by the due date of your 2022 return if you had filed it on time.

Retirement-related tax filing deadlines

• October 1 — It’s the deadline for establishing a SIMPLE IRA.

• October 15 — For those who have filed an extension, it’s the last day for recharacterizing an IRA contribution for the year if you filed your return on time. Note that Roth IRA conversions for tax years 2018 through 2025 can’t be recharacterized as Traditional IRAs.

Final Quarterly payment due dates for estimated taxes

If you aren’t paying your income tax for the year through withholding or won’t pay enough tax that way, you’ll need to make estimated tax payments by certain due dates using Form 1040-ES If the due date falls on a weekend or holiday, the due date is the next business day.

• Jan. 15 — Pay your fourth payment of your estimated tax by this due date. You won’t need to make the fourth payment if you file your tax return and pay the entire balance due by Jan. 31.