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Insights

Cutoff & Deadline Dates

Whether you are an individual or business, knowing these important cutoff and deadline dates can save you a lot of headaches at tax time. Mark your calendar with the following important dates.

January 6, 2020

Payroll Reports
Cutoff to Get Beaird Harris Info to Complete Your 4Q 2019 Payroll Reports
View Payroll Preparation & Filing Instructions

1099s
Cutoff to Get Beaird Harris Info to Complete Your 2020 1099s
View 1099 Preparation & Filing Instructions

January 15, 2020

Individual ES Payments
4Q 2019 Estimated Tax Payments Due
View Payroll Preparation & Filing Instructions

January 31, 2020

Payroll Reports
4Q 2019 Payroll Reports Due
View Payroll Preparation & Filing Instructions
1099s
2019 1099 Filing Deadline
View 1099 Preparation & Filing Instructions

February 10, 2020

Business Tax Returns
Cutoff to Get Beaird Harris Info to Complete Business Tax Returns
Key Items Needed: QuickBooks, Payroll Reports & Loan Documents
View Business Tax Return Instructions

March 15, 2019

Business Tax Returns
IRS Business Tax Return Extensions & Payments Due
Personal Tax Returns
Cutoff to Get Beaird Harris Info to Complete Your Personal Tax Return by April 15th
Returns With Missing Info Will be Extended to October 15th 

April 6, 2020

Payroll Reports
Cutoff to Get Beaird Harris Info to Complete Your 1Q 2020 Payroll Reports
View Payroll Preparation & Filing Instructions

April 15, 2020

County Rendition Reports
2019 County Rendition Reports Extensions Due
Note: All Other Counties Extensions Due April 15th 

April 15, 2020

Personal Tax Returns – Extended to July 15
Personal Tax Return Filing Deadline
Individual ES Payments – Extended to July 15
1Q 2020 Estimated Tax Payments Due
View Estimated Tax Payment Instructions
IRA Funding Deadline – Extended to July 15
Last Day to Fund 2019 IRAs
HSA Funding Deadline – Extended to July 15
Last Day to Fund 2019 HSAs

April 30, 2020

Payroll Reports
1Q 2020 Payroll Reports Due
View Payroll Preparation & Filing Instructions

May 15, 2020

Exempt Organizations & Foundations
2019 Exempt Organizations & Foundations Tax Return (Form 990) Due
Texas Franchise Tax Returns – Extended to July 15
State Extensions & Payments Due

June 15, 2020

Individual & Corporate ES Payments Due
2Q 2020 Estimated Tax Payments Due
Individual Payers:  View Estimated Tax Payment Instructions

July 6, 2020

Payroll Reports
Cutoff to Get Beaird Harris Info to Complete Your 2Q 2020 Payroll Reports
View Payroll Preparation & Filing Instructions

July 15, 2020

Personal Tax Returns
Personal Tax Return Filing Deadline
Individual ES Payments
1Q 2020 Estimated Tax Payments Due
View Estimated Tax Payment Instructions
IRA Funding Deadline
Last Day to Fund 2019 IRAs
HSA Funding Deadline
Last Day to Fund 2019 HSAs
Texas Franchise Tax Returns
State Extensions & Payments Due

July 31, 2020

Payroll Reports
2Q 2020 Payroll Reports Due
View Payroll Preparation & Filing Instructions

5500 Filing Deadline
If the total assets in your one-participant retirement plan, i.e., Solo 401k, are worth more than $250,000, you may have an annual Form 5500 tax filing requirement.

August 3, 2020

Business Tax Returns
Cutoff to get Beaird Harris Info to Complete Your Business Tax Return (1065, 1120s) by September 15th – Extended Returns Only
Cutoff to get Beaird Harris Info to Complete Your Business Tax Return (1120) by October 15th – Extended Returns Only
View Business Tax Return Instructions

August 14, 2020

Personal Tax Returns
Cutoff to Get Beaird Harris Info to Complete Your Personal Tax Return by October 15th – Extended Returns Only

Trust Tax Returns
Cutoff to Get Beaird Harris Info to Complete Your Trust Tax Return by October 1st – Extended Returns Only

September 15, 2020

Individual & Corporate ES Payments Due
3Q 2020 Estimated Tax Payments Due
Individual Payers:  View Estimated Tax Payment Instructions

Business Tax Returns
2019 Business Tax Returns (1065, 1120s) Due – Extended Returns Only

Retirement Plan Contributions
Last Day to Fund 2018 Company Contributions – Extended Returns Only

September 30, 2020

Trust Tax Returns
2019 Trust Tax Returns Due – Extended Returns Only

October 7, 2020

Payroll Reports
Cutoff to Get Beaird Harris Info to Complete Your 3Q 2020 Payroll Reports
View Payroll Preparation & Filing Instructions

October 15, 2020

Personal Tax Returns
2019 Personal Tax Returns Due – Extended Returns Only

FBAR
Deadline to Submit Report of Foreign Bank and Financial Accounts (FBAR) – Extended Returns Only

Business Tax Returns
2019 Business Tax Returns (1120) Due – Extended Returns Only

Retirement Plan Contributions
Last Day to Fund 2019 Sole Proprietor SEP IRA Contributions – Extended Returns Only

November 2, 2020

Payroll Reports
3Q 2020 Payroll Reports Due
View Payroll Preparation & Filing Instructions

November 6, 2020

Tax Planning
Cutoff to Get Beaird Harris Info to Complete Tax Planning
Key Items Needed Are QuickBooks, Payroll Reports & Loan Documents

November 16, 2020

Texas Franchise Tax
Texas Franchise Tax Returns Due – Extended Returns Only

Exempt Organizations & Foundations
2019 Exempt Organizations & Foundations Tax Returns (Form 990) Due – Extended Returns Only

December 4, 2020

Charitable Gifting
Cutoff for Submitting Appreciated Securities Gift Requests to Most Custodians

Roth Conversions
Cutoff for Submitting Requests for Roth Conversions to Most Custodians

December 31, 2020

Required Minimum Distributions
2020 Deadline for Taking Required Minimum Distributions, if Applicable

Corporate ES Payments
4Q 2020 Estimated Tax Payments Due

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