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Tax Planning & Preparation

Financial Services & Wealth Strategies

Estate Planning & Trust Administration
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Tax Calendar

2026 Important Deadlines*

January 15, 2026

  • Fourth Quarter 2025 Estimated Tax Payment Due— If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, postmark this payment by January 15, 2026.

April 15, 2026**

  • First Quarter 2026 Estimated Tax Payment Due
  • 2025 Individual Tax Returns Due— Most taxpayers have until April 15 to file tax returns. Email or postmark your returns by midnight on this date.
  • Last Day To Make A 2025 IRA Contribution— If you have not already contributed fully to your retirement account for 2025, April 15 is your last chance to fund a traditional IRA or a Roth IRA.
  • Individual Tax Return Extension Form Due— If you cannot file your taxes on time, file your request for an extension by April 15 to push your deadline back to October 15, 2026.

June 15, 2026

  • Second Quarter 2026 Estimated Tax Payment Due

September 15, 2026

  • Third Quarter 2026 Estimated Tax Payment Due

October 15, 2026

  • Extended Individual Tax Returns Due— If you received an extension, you have until October 15 to file your 2025 tax return.

*Tax deadlines that fall on weekends or national holidays will be delayed until the following business day. Also, the IRS has the authority to adjust federal tax deadlines on short notice based on its assessment of financial or economic conditions.

**If you live in a location affected by a natural disaster, check with the IRS, as your tax-filing deadline may have been adjusted.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

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