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2017 Tax Filing Key Dates and Deadlines For Your 2016 Federal IRS Tax Returns

The table below shows the proposed 2017 deadlines for filing 2016 tax returns and requesting extensions. The IRS will release final filing deadline dates later this year and I will update as soon as available. But the dates below are based on several years of data and multiple sources so should be rather accurate.

An important point to note is that while you can file your taxes anytime after the beginning of the year, the IRS will not process any returns (paper or electronic) until IRS e-File goes live. The IRS also reiterated that filing your taxes electronically is the most accurate way to file a tax return and the fastest way to get a refund.

 

January 1, 2017
First day to file a 2016 tax return, though the IRS generally will not accept e-file and free file returns until the date below. Even paper based filings won’t be processed till later in the month.

January 20, 2017
IRS E-file to go live, allowing submission of electronic tax returns for the vast majority of tax filers. Paper tax returns will begin processing from this date as well.

January 31, 2017
Date by which you should have received a W-2 from employers you worked for during the tax year. If not, contact their HR/Payroll department to resend tax documents.

February 1, 2017
Deadline for 1099 statements (factors in your AGI income) that report non-employee compensation, bank interest, dividends and distributions from a retirement plan. This date is also the deadline for self-employed individuals to file and pay in full their fourth-quarter estimated tax payment.

February 16, 2017
Financial institutions (e.g Vanguard, Fidelity) must mail out 1099-B, 1099-S and 1099-MISC forms by this date. See what these forms are and if you will need one for your return.

March 15, 2017
S Corporation and Partnership tax returns due.

April 17, 2017
Tax Day Last day for filing federal income tax returns and extension requests. Since April 15th is a Saturday the due date has been shifted out to Monday, April 17th.

April 17, 2017
Deadline for filing state income tax returns (for most states) and extension requests. Last day to make a contribution to a Traditional or Roth IRA, Health Savings Account (HSA), SEP-IRA or 401(k).

June 15, 2017
U.S. citizens or resident aliens living abroad must file tax returns and pay any taxes due by this date (or file for a four-month extension).

June 30, 2017
FBAR (Foreign Bank Account Report) forms due for taxpayers who have over $10,000 in total in foreign bank accounts in the prior year. No extensions aren’t allowed and forms must be filed electronically.

October 15, 2017
Filing approved extended federal, state and S-Corp/Partnership income tax returns Note: you still need to file for an extension request by April 17th

April 15, 2020
Filing a 2016 tax amendment. You can file an amended or previous year return anytime, but you have a deadline of 3 years from the original due date to claim any tax refund.

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