Mark Your Calendar With These Financial Deadlines

ByAshley Hours Categories Financial Planning

As we are in the depths of tax season and making our way through the beginning of the year, we want to discuss some important financial dates and deadlines to keep in mind over the next few months. Financial organization is a large component of financial success. Staying on top of deadlines, compiling forms, filing your tax return before April 15th, paying your bills on time, and funding your accounts are just a few ways you can remain organized financially. For example, your 1099 may be ready for download, meaning you can get ahead of your tax filing this year. 

So, let’s take a look at some important dates that may impact you and your financial situation. If any of these dates apply to you, jot them down in your calendar or notebook so you don’t forget! 

February 15: Individual Exemptions Due (2022)

March 15: Tax due date for certain types of businesses 

April 1-30: Financial Literacy Month 

April 1: If you turned 72 in 2022, you have until April 3, 2023 to take your 2022 required minimum distribution 

April 17: Last call to fund your IRAs and HSAs 

April 18: Tax Day

June 15: Second Quarter 2023 estimated tax payment due 

September 15: Tax Extension Deadline for S-Corps and Partnerships 

September 15: Third Quarter 2023 estimated tax payment due

October 1: FAFSA forms become available 

October 15: Medicare Open Enrollment

October 16: Tax Extension deadline for individual and C-Corp returns

November 28: Giving Tuesday

December 31: Last call to fund your 401(K), Donor Advised Funds, 529 Plans 

While these are just a few financial dates that stick out to us, this is a good starting point when getting financially organized. If you have any questions about these deadlines, let us know and we are here and happy to help. Of course, everyone has a different specific financial situation, so its important to fully understand yours and speak with a financial professional if you are unsure. Email info@shermanwealth.com if you have any questions or schedule a complimentary introductory call here.