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January 2020

Final Due Date for 2018 Individual Income Tax Returns with Form 2350

January 30

Individual income tax returns with approved extensions to meet the bona fide residence test will generally be due on January 30 and must be filed by this date. Individuals who are required to allocate moving expenses, nevertheless, may have been granted an extension up to March 31. Returns mailed and post-marked by USPS or designated Private…

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2019 Form W-2 & Most Form 1099

January 31

Form W-2 and most Form 1099 are due to be issued to the recipient by January 31.  This requirement is considered to have been met if paper forms are properly addressed and mailed on or before the due date, which means you may only receive some of these forms around mid-February. You may, however, be able to…

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February 2020

Other 2019 Form 1099

February 18

Form 1099-B, 1099-S, and certain 1099-MISC are due to be issued to the recipient by February 18.  This requirement is considered to have been met if paper forms are properly addressed and mailed on or before the due date, which means you may only receive some of these forms around late-February. You may, however, be…

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2019 Form W-4 and Form 673 Due

February 18

Expatriates who are employees of U.S. entities should already have filed a Form 673, Statement for Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911, with their U.S. employers to claim an exemption from U.S. income tax withholding on wages earned abroad to the extent of the foreign earned income exclusion and foreign housing…

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March 2020

2019 Schedule K-1

March 16

Schedule K-1 for partners of calendar-year entities are generally due to be issued to the recipient by March 16 unless it is extended to September 15.  Since it is not uncommon for K-1 to be produced late, it may be prudent for you to follow up with the issuer as necessary, especially if it is…

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April 2020

2019 Individual Income Tax Returns Due

April 15

Individual income tax returns (Form 1040 and Form 1040NR) and balance of any tax liability are due on April 15 unless the taxpayer has applied for an extension of time to file (Form 4868 or Form 2350) or meets one of the following conditions: US citizens and resident aliens are eligible for an automatic 2-month extension to June…

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2019 IRA Contribution Due

April 15

Taxpayers eligible for IRA contribution have until April 15 to make a contribution for 2019.  Excess IRA contributions for 2019, on the other hand, should be withdrawn with related earnings by the due date of your return, including extensions, to avoid the excess contribution penalty.

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2019 FinCEN Form 114 (FBAR) Due

April 15

Reports of Foreign Bank and Financial Accounts (FBAR) are due on April 15 and must be filed electronically through the Bank Secrecy Act (BSA) E-Filing System of the Financial Crimes Enforcement Network (FinCEN).  All taxpayers who are not able to meet this deadline will be granted an automatic extension until October 15.

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1st Quarter 2020 Estimated Tax Payment Due

April 15

If you do not have sufficient taxes withheld from your income, you may need to make estimated tax payments with Form 1040-ES by April 15.  This may apply if you have income such as self-employment, interest, dividends or capital gains.  It could also apply if you do not have enough taxes withheld from your wages.…

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June 2020

2019 Individual Income Tax Returns for Expatriates Due

June 15

Individual income tax returns for expatriates (Form 1040), and nonresident aliens (Form 1040NR) who meet the following conditions are due on June 15 - US citizens and resident aliens who, on April 15, are: Living outside of the United States and Puerto Rico and the main place of business or post of duty is outside the United…

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