Main Menu Country: United States | English Secure Login Find a Financial Advisor Tax season calendar Share: Share on LinkedIn Share on Facebook Skip to related content Skip to additional content For 2021, May 17* is the big deadline during tax season, but other deadlines worth noting are set forth below. This tax calendar can help you be aware of some of the approaching deadlines. * The IRS postponed from April 15, 2021, until May 17, 2021, the deadline for individual taxpayers to file a 2020 Federal income tax return and to pay 2020 Federal income tax due. The IRS has also extended the deadline to make 2020 contributions to a traditional or Roth IRA until May 17, 2021. For residents of Texas, Oklahoma and Louisiana, the filing, payment and contribution deadlines have been extended to June 15, 2021 due to the winter storms in February. For more details and updates visit Coronavirus Tax Relief and Tax Relief in Disaster Situations on the IRS website (www.irs.gov). Important dates This is a 2021 tax calendar listing some of the approaching deadlines. Date Tax season event Dec. 31, 2020 Last trade date to recognize a gain or loss Last day to convert/transfer your Edward Jones Traditional or Roth IRA Last day to take a distribution from your Edward Jones retirement account* *Required minimum distribution (RMDs) have been waived for the 2020 tax year. A distribution may be taken if desired. Jan. 15, 2021 Fourth-quarter 2020 estimated tax payment due Feb. 1, 2021 IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients Feb. 16, 2021 IRS deadline for Consolidated 1099 Tax Statement to be furnished to clients (May include Forms 1999-B, 1099-DIV, 1099 INT, 1099-MISC and/or 1099-OID) March 1, 2021 Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments March 15, 2021 Federal tax-filing deadline for S corporations, partnerships and LLCs taxed as an S corporation or partnership Deadline for partnerships to issue Schedule K-1 to partners April 15, 2021 First-quarter 2021 estimated Federal tax payments due May 17, 2021 Federal income tax-return filing and payment deadline: Individuals Farmers/fishermen making quarterly estimated tax payments (Note: first-quarter estimated payment is due April 15, 2021) Sole Proprietorships Last day to make a 2020 contribution to your Edward Jones traditional or Roth IRA Federal filing deadline for non-profit organizations June 15, 2021 Second quarter 2021 estimated tax payment due Texas, Oklahoma and Louisiana residents affected by winter storms in February (disaster relief extension): Federal income tax-return filing and payment deadline Individuals Sole Proprietorships Businesses with tax returns normally due on March 15 (generally, partnerships and s-corps) and April 15 (generally, sole proprietors and c-corps) Last day for individuals in Texas, Oklahoma or Louisiana to make a 2020 contribution to an Edward Jones traditional or Roth IRA June 30, 2021 IRS deadline for Form 5498 to be furnished to clients Sept. 15, 2021 Third-quarter 2021 estimated tax payment due Oct. 15, 2021 Federal tax-filing deadline for individuals who filed an extension Note: All business entity deadlines listed are for calendar tax-year reporting with a Dec. 31 year-end. Different deadlines may apply for business entities reporting on a fiscal tax year. More questions? For tax questions, consult your tax professional. For investment-related questions, please contact your local Edward Jones financial advisor. Back to page content Explore more Resources for CPAs and attorneys IRA contribution limits and deadlines General tax filing questions Find a Financial Advisor Name or location (city, state or ZIP) Search Results Back to page content Important Information: Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional. Market Data DJIA 34,899.34 (-905.04) S&P 500 4,594.62 (-106.84) NASDAQ 15,491.66 (-353.57) Disclosures News and Media Careers Resources for CPAs and Attorneys Client Relationship Summary Client Resource Center Follow us to stay up to date Feedback Privacy and Security Center Ad Choices Revenue Sharing (pdf) Accessibility Policy Copyright © 2021 Edward Jones. All rights reserved. Member SIPC. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.