Important Tax Dates

Important Tax Dates

As a client of LifeStages Advisory, we want you to be informed of the dates by which we need to receive your tax data and forms in order to have them processed and sent out to meet the associated tax agency’s filing deadline. You will find those cutoff dates below.

Please Note: Necessary tax data and forms received after the cutoff dates will result in filing an extension. Payments are still due by the original tax deadline. Late payments will likely result in penalties and interest charged by the associated tax agency.

September 1, 2017 cutoff to submit required items for tax preparation

For the extension deadline that expires on September 15, 2017 for the following:

  • 2016 Partnership Tax Return Extension Filing Deadline (Form 1065)
  • 2016 S-Corporation Tax Return Extension Filing Deadline (Form 1120S)

For the extension deadline that expires on October 16, 2017 for the following:

  • 2016 Individual Tax Return Extension Filing Deadline (Forms 1040, 1040NR, 1040A, and 1040EZ)
  • 2016 Trust & Estate Income Tax Return Extension Filing Deadline (Form 1041)
  • 2016 C-Corporation Tax Return Extension Filing Deadline (Form 1120)

January 15, 2018 cutoff to submit required items for tax preparation

For the filing deadline of January 31, 2018 for the following:

  • 2017 1099-Misc.
  • 2017 1099-Div.
  • 2017 1099-Int.
  • 2017 W-2 and W-3

February 28, 2018 cutoff to submit required items for tax preparation

To avoid an extension for the following items with a filing deadline of March 15, 2018:

  • 2017 Partnership Tax Return Filing Deadline (Form 1065)
  • 2017 S-Corporation Tax Return Filing Deadline (Form 1120S)

March 31, 2018 cutoff to submit required items for tax preparation

To avoid an extension for the following items with a filing deadline of April 17, 2018

  • 2017 Individual Tax Return Filing Deadline (Forms 1040, 1040NR, 1040A, and 1040EZ)
  • 2017 Trust & Estate Income Tax Return Filing Deadline (Form 1041)
  • 2017 C-Corporation Tax Return Filing Deadline (Form 1120)
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