| Month | Day | Description |
|---|---|---|
| January | 15 | Fourth quarter 2020 estimated tax due. Use Form 1040-ES. |
| February | 1 | Deadline for employers to provide copies of Forms W-2 and 1099 for 2020 to employees. |
| 16 | If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by February 16 to continue your exemption for another year. | |
| March | 2 | Deadline for farmers and fishermen who have a balance due on their taxes to file their 2020 individual income tax returns and pay the balance due without penalties. |
| 15 | Deadline for 2020 S Corporation corporate tax returns (Form 1120-S) or to request an extension using Form 7004. | |
| 15 | Deadline to file 2020 partnership tax returns (Form 1065) or to request an automatic extension (Form 7004). | |
| April | 15 | Deadline to file 2020 individual income tax returns (Form 1040) and any taxes owed, or to file for an automatic 6-month extension. |
| 15 | Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2020 tax year. | |
| 15 | First quarter 2021 estimated tax due. Use Form 1040-ES. | |
| 15 | Deadline to file 2020 trust tax returns (Form 1041) or to request an automatic extension. | |
| 15 | Deadline to file 2020 corporate tax returns (Form 1120) or to request an automatic extension (Form 7004). | |
| June | 15 | Deadline for U.S. citizens living abroad to file individual tax returns and pay any tax, interest, and penalties due, or to request a 4-month extension (Form 4868). |
| 15 | Second quarter 2021 estimated tax due. Use Form 1040-ES. | |
| September | 15 | Third quarter 2021 estimated tax due. Use Form 1040-ES. |
| 15 | Final deadline to file 2020 partnership tax return if you were given a 6-month extension. | |
| October | 1 | Deadline for existing employers to establish a SIMPLE IRA plan. |
| 15 | If you were given a 6-month extension to file your income tax return for 2020, file Form 1040 and pay any tax, interest, and penalties due. | |
| 15 | Final deadline to file 2020 corporate tax return if were given a 6-month extension. | |
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Spectrum Financial Group, Inc. offers investment related and insurance services, (610) 935-7645. Investment Advisory Services are offered solely by Ellis Investment Partners, LLC a Registered Investment Adviser located in Berwyn, PA, and registered with the Securities and Exchange Commission (SEC), (484) 320-6300. Spectrum Financial Group, Inc. and Ellis Investment Partners, LLC are not affiliated. Neither Ellis Investment Partners LLC nor Spectrum Financial Group Inc. provides tax or legal advice. Individuals should consult with a tax or legal adviser for their specific situation. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ellis Investment Partners LLC’s current written disclosure brochure filed with the SEC which discusses among other things, Ellis Investment Partners LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.