Important Dates at Milbern Ray & Company

Calendar of Events

We succeed when our clients are successful.

The following is a compilation of various deadlines for filing returns with the IRS and making various payments.

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  • January

    15

    Individuals

    Make a payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay enough tax that way). Use form 1040-ES. This is the 4th payment.

    Corporations

    Tax return due for corporations with a fiscal year end of 10/31. For automatic 6-month extension, file form 7004 and deposit tax.

    31

    Employers

    Annual Federal Unemployment Tax Return due (FUTA). File form 940.

    Employers

    4th quarter federal tax return due. File form 941.

    Employers

    4th quarter Texas Workforce Commission tax report due. File report online and pay tax due.

    Employers

    Annual federal tax return due. File form 944.

    Employers

    Furnish forms 1098 and 1099 to recipients for certain payments made during the previous tax year.

    Employers

    Furnish form W-2 to employees who worked for you during the previous tax year.

  • February

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 11/30. For automatic 6-month extension, file form 7004 and deposit tax.

    28

    Employers

    File information returns with the IRS, including 1098 and 1099 for payments made during the previous tax year.

    Employers

    File forms W-3 and copy of W-2A with the Social Security Administration.

  • March

    15

    Corporations

    Tax return due for corporations with a calendar year end. For automatic 6-month extension, file form 7004 and deposit tax.

    S-Corporations

    Tax return due for Subchapter S corporations. Furnish a copy of schedule K-1 to each shareholder. For automatic 6-month extension, file form 7004.

    S-Corporations

    File form 2553 to elect S Corporation status beginning with calendar year.

  • April

    15

    Corporations

    Tax return due for corporations with a fiscal year year end of 1/31. For automatic 6-month extension, file form 7004 and deposit tax.

    Partnerships

    Tax return due for partnerships with a calendar year end. Furnish a copy of schedule K-1 to each partner. For automatic 5-month extension file form 7004.

    Individuals

    Tax return due for individuals. File form 1040, 1040EZ, or 1040A. Deposit tax due. For automatic 6-month extension file form 4868 and deposit tax due.

    Individuals

    Make a payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay enough tax that way). Use form 1040-ES. This is the 1st payment.

    Individuals

    Deadline for making IRA contribution.

    Individuals

    Gift tax return due. File form 709. For automatic 6-month extension, file form 4868 and deposit tax due.

    30

    Employers

    1st quarter federal tax return due. File form 941.

    Employers

    1st quarter Texas Workforce Commission tax report due. File report online and pay tax due.

  • May

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 2/28. For automatic 6-month extension, file form 7004 and deposit tax.

    Business

    Texas State Franchise Tax report due. File form and pay tax on gross receipts.

    Tax Exempt Organization

    Tax return due for tax exempt organizations with a calendar year end. File form 990. For automatic 3-month extension, file form 8868.

  • June

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 3/31. For automatic 6-month extension, file form 7004 and deposit tax.

    Individuals

    Make a payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay enough tax that way). Use form 1040-ES. This is the 2nd payment.

    30

    Individuals

    Report of foreign bank and financial accounts return due. File form 90-22.1

  • July

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 4/30. For automatic 6-month extension, file form 7004 and deposit tax.

    31

    Employers

    File 2011 Form 5500 or 5500-EZ.

    Employers

    2nd quarter federal tax return due. File form 941.

    Employers

    2nd quarter Texas Workforce Commission tax report due. File report online and pay tax due.

  • August

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 5/31. For automatic 6-month extension, file form 7004 and deposit tax.

  • September

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 6/30. For automatic 6-month extension, file form 7004 and deposit tax.

    Corporations

    Tax return due for corporations that filed an automatic 6-month extension in March.

    Partnership

    Tax return due for partnerships that filed an automatic 5-month extension in April. Furnish a copy of schedule K-1 to partners.

    S-Corporations

    Tax return due for corporations that filed an automatic 6-month extension in March. Furnish a copy of schedule K-1 to shareholders.

    Individuals

    Make a payment of your estimated tax if you are not paying your income tax for the year through withholding (or will not pay enough tax that way). Use form 1040-ES. This is the 3rd payment.

  • October

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 7/31. For automatic 6-month extension, file form 7004 and deposit tax.

    Individuals

    Tax return due for individuals who filed an automatic 6-month extension in April.

    31

    Employers

    3rd quarter federal tax return due. File form 941.

    Employers

    3rd quarter Texas Workforce Commission tax report due. File report online and pay tax due.

  • November

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 8/31. For automatic 6-month extension, file form 7004 and deposit tax.

  • December

    15

    Corporations

    Tax return due for corporations with a fiscal year end of 9/30. For automatic 6-month extension, file form 7004 and deposit tax.