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Tax Calendar & Checklist

The dates that
matter this season.

Key federal and Florida deadlines for filing 2026 returns in 2027, and a checklist of what to gather. When a date falls on a weekend or holiday, it moves to the next business day. Always confirm with your preparer — deadlines can change, especially after disaster declarations.

Jan 15

Q4 2026 estimated tax payment

Final installment for self-employed individuals and others who pay estimates.

Individuals

Feb 1

W-2s and 1099-NEC to workers and IRS

January 31 falls on a Sunday in 2027, so the deadline moves to Monday, February 1. Also the Florida RT-6 for Q4.

Employers

Mar 15

Partnership & S-corporation returns

Forms 1065 and 1120-S for calendar-year entities, or file an extension (Form 7004).

Businesses

Apr 15

Individual & C-corporation returns

Form 1040 and Form 1120, Q1 2027 estimated tax, and last day for 2026 IRA and HSA contributions. Extensions extend filing, not payment.

Everyone

May 3

Florida corporate income tax (F-1120)

Due the first day of the fifth month after year-end. May 1 falls on a Saturday in 2027, so it moves to Monday, May 3. Florida Sunbiz annual reports are due by May 1.

Florida

Jun 15

Q2 2027 estimated tax payment

Only two months after the first — it catches many people off guard.

Individuals

Sep 15

Extended business returns & Q3 estimates

Extended 1065 and 1120-S returns, plus the third estimated payment.

Businesses

Oct 15

Extended individual & C-corp returns

The final deadline for 2026 Form 1040 and Form 1120 returns on extension.

Everyone

20th

Florida sales & use tax (DR-15)

Due the 20th of the month after each reporting period, monthly, quarterly, or annually.

Monthly
Interactive checklist

What to gather for your 2026 return.

0 of 0 gathered

Income

Deductions & credits

Personal & prior year

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