SEPTEMBER
15 – Due date for individuals to pay third quarter installment of 2016 estimated tax.
15 – Deadline for filing extended 2015 tax returns for calendar-year corporations.
15 – Deadline for filing extended 2015 partnership and limited liability company returns.
OCTOBER
17 – Filing deadline for extended
2015 individual tax returns.
17 – If you converted a regular IRA to a Roth IRA in 2015 and now want to switch back to a regular IRA, you have until this date to do so without penalty.
NOVEMBER
During November – Estimate your 2016 income tax liability and review your options for minimizing your 2016 taxes. Call us to schedule a tax planning review.