Tax Calendar

Important Tax Dates for Individuals

February 1, 2021 – The deadline to send W-2 and 1099 Forms for 2020
This is the deadline for employers to send out W-2 Forms to employees and 1099 Forms to non-employees who provide services for the 2020 tax year. January 31 is the date when W-2 and 1099 forms are due. However, this upcoming tax season, January 31 falls on a Sunday, which pushes the due dates to the next business day, Monday, February 1.
February 16, 2021 – The W-4 Form Exemption Due for 2021
If you claimed an exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new W-4 Form by this date to maintain your exemption for an additional year. February 15 is the date the W-4 Form Exemption is ordinarily due. However, this upcoming tax season, Monday, February 15, is President’s Day, which pushes the due date to the next business day, Tuesday, February 16.
May 17, 2021 – Individual Income Tax Returns Due for 2020*
At this stage, your advisor will analyze your financial data and develop an investment strategy. Final recommendations will be made, and we’ll start working toward your financial goal.

* The IRS has the authority to adjust Federal tax deadlines, including April 15. Most recently, it exercised that authority in 2019 and 2020 tax years. The IRS can make the change on short notice based on its assessment of financial or economic conditions.