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Save the (Tax) Dates!

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In order to help you plan for your tax year 2021 taxes (the ones you file in 2022) 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, 2022January 15, 2023

If you need Marketplace health insurance for 2023, you have 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.

TurboTax Online: December 3, 2021

All TurboTax Online products went live on December 3, 2021. 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 24, 2022 

The IRS announced that the IRS E-file open date began on January 24, 2022. You can file your taxes with TurboTax today! TurboTax is officially open and accepting e-filed returns. Although the IRS is not accepting e-filed tax returns until January 24, TurboTax will securely hold your completed taxes, transmit them to the IRS, and state when they open for e-file, so you can file your taxes now and be first in line for your tax refund!

The IRS started accepting tax returns on January 24th, 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, 2021. With Refund Advance, TurboTax Online customers who file by February 15, 2022, 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 start seeing your W-2s and 1099s arrive in the mail.

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 Saturday and is recognized on Friday so the tax day gets pushed due to the holiday to Tuesday, April 18th. If you live in Maine or Massachusetts, you have until April 19, 2022 to file your tax return due to the Patriots’ Day holiday in those states. 

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.

Tax Year 2021 Extended Deadline: October 16, 2023

If you requested an extension to file your 2021 taxes with Form 4868, Application for Automatic Extension of Time, you will have until the extended tax deadline of October 16, 2023 to file your taxes.

Self-Employed? Know Your Quarters!

4th Quarter 2022 Estimated Tax Payment Due: January 17, 2023

If you’re self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, remember to send your 2021 4th quarter estimated tax payment by the January 18, 2022 estimated tax deadline.

1st Quarter 2022 Estimated Tax Payment Due: *April 18, 2022 

If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, send in your 2022 1st quarter estimate by April 18, 2022.

2nd Quarter 2022 Estimated Tax Payment Due: June 15, 2022

If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, send in your 2022 2nd quarterly estimated tax payment by June 15, 2022.

3rd Quarter 2022 Estimated Tax Payment Due: September 15, 2022

If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, send your 2022 3rd quarterly estimated tax payment by Sept. 15, 2022.

4th Quarter 2022 Estimated Tax Payment Due: *January 17, 2023

If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, send your 2022 4th quarter estimated tax payment by January 17, 2023.

*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

No matter what your situation or how you want to file, TurboTax has you covered. With TurboTax you can do your taxes yourself, get help from an expert along the way or hand them off from start to finish to a dedicated tax expert..

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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