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Save the (Tax) Dates!

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We’ll do your taxes
and find every dollar
you deserve

When your Full Service expert does your taxes,
they’ll only sign and file when they know it’s 100% correct
and you’re getting the best outcome possible, guaranteed.

In order to help you plan for your tax year 2022 taxes (the ones you file in 2023) and other important tax dates, we’ve compiled a list of key tax deadlines for you to keep in mind and mark on your calendar.

Open Enrollment for Marketplace Insurance: November 1, 2022 – January 15, 2023

If you needed Marketplace health insurance for 2023, you would have had to enroll through the Health Insurance Marketplace by January 15, 2023. For your coverage to have taken immediate effect by the New Year on January 1, 2023, you needed to select your plan by December 15, 2022. If you have had a change in your situation – like getting married, having a baby, or a loss of health coverage – you may be eligible for a Special Enrollment Period, that would allow you to enroll in health insurance outside of the yearly Open Enrollment Period. 

TurboTax Online: November 30, 2022

All TurboTax Online products went live on November 30, 2022. This includes TurboTax Live, where a tax expert can guide you along the way or fully do your taxes for you

IRS E-file Opened: January 23, 2023 

The IRS announced that the IRS E-file open date began on January 23, 2023. You can file your taxes with TurboTax today! TurboTax is officially open and accepting e-filed returns. TurboTax will securely help you complete your taxes, transmit them to the IRS, and state for e-file, so you can file your taxes now and be on your way to your tax refund!

The IRS started accepting tax returns on January 23rd, and they anticipate that most taxpayers will receive their refund within 21 days of when they file electronically if they choose direct deposit and there are no issues with their tax return. However, TurboTax launched Refund Advance on December 1, 2022. With Refund Advance, TurboTax Online customers who file by February 15, 2023, and have a minimum expected Federal refund of $500 (excluding any Recovery Rebate Credit) may be able to get a Refund Advance in as little as one hour of IRS e-file acceptance (est. late Jan.).

W-2s, 1099-NEC (Formerly 1099-Misc for Self-Employed) and 1099-K Sent Out by *January 31, 2023

You should have received your W-2s and 1099s in the mail or electronically for download.

Tax Year 2021 Tax Deadline: *April 18, 2023

April 18 is the big day! Individual tax returns are due for Tax Year 2022, so be sure to e-file or postmark your individual tax returns by midnight local time. 

*For tax year 2022, Emancipation Day falls on Monday, April 17, so the tax day gets pushed due to the holiday to Tuesday, April 18th. Last Day to make 2022 IRA Contributions: April 18, 2023

If you haven’t maxed out your IRA contribution for 2022, you can make a 2022 IRA contribution by April 18, 2023, and possibly get a tax deduction. Be sure to tell your plan administrator that your contribution is for 2022 and not 2023.

Tax Year 2022 Extended Deadline: October 16, 2023

If you requested an extension to file your 2022 taxes by April 18th with Form 4868, Application for Automatic Extension of Time, you would have until the extended tax deadline of October 16, 2023 to file your taxes.

Self-Employed? Know Your Quarters!

1st Quarter 2023 Estimated Tax Payment Due: *April 18, 2023 

If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, send in your 2023 1st quarter estimate by April 18, 2023.

2nd Quarter 2023 Estimated Tax Payment Due: June 15, 2023

If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, send in your 2023 2nd quarterly estimated tax payment by June 15, 2023.

3rd Quarter 2023 Estimated Tax Payment Due: September 15, 2023

If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, send your 2023 3rd quarterly estimated tax payment by September 15, 2023.

4th Quarter 2023 Estimated Tax Payment Due: *January 16, 2024

If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, send your 2023 4th quarter estimated tax payment by January 16, 2024.

*When tax deadlines fall on a Saturday, Sunday, or a Holiday, the deadline is the next business day.

Victims of recent federally declared disasters may have more time to file various individual and business tax returns and make certain tax payments. If you were impacted by a federally declared disaster, check the IRS disaster relief page for the most recent tax relief provisions for taxpayers affected by disaster situations.

TurboTax Has You Covered

Don’t worry about knowing these tax rules. Meet with a TurboTax Full Service expert who can prepare, sign, and file your taxes, so you can be 100% confident your taxes are done right. Start TurboTax Live Full Service today, in English or Spanish, and get your taxes done and off your mind.

We’ll do your taxes
and find every dollar
you deserve

When your Full Service expert does your taxes,
they’ll only sign and file when they know it’s 100% correct
and you’re getting the best outcome possible, guaranteed.

Lisa Greene-Lewis

Lisa has over 20 years of experience in tax preparation. Her success is attributed to being able to interpret tax laws and help clients better understand them. She has held positions as a public auditor, controller, and operations manager. Lisa has appeared on the Steve Harvey Show, the Ellen Show, and major news broadcast to break down tax laws and help taxpayers understand what tax laws mean to them. For Lisa, getting timely and accurate information out to taxpayers to help them keep more of their money is paramount. More from Lisa Greene-Lewis

One response to “Save the (Tax) Dates!”

  1. I paid $19.99 for Plus Help & Tools but got no print. What do I get? E-filed but did not get a hardcopy print for my files. My user name and password were not saved. How do I get access to these files?

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