Filing dates and reminders
Date | Event |
|---|---|
January 10, 2024 (Wednesday) |
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January 30, 2024 (Tuesday) | Last day to submit request to prepare 1099-NEC (Non-Employee Compensation) data files if you want to file by the IRS filing deadline (January 31, 2024) rather than file an extension with IRS. The IRS doesn't grant automatic extensions for 1099-NEC. ONESOURCE Trust Tax won't file extensions for those returns. |
February, 27, 2024 (Tuesday) | Last day to submit request to prepare 1099-NEC (Non-Employee Compensation) data files if you filed for an extension. |
March 25, 2024 (Monday) | 30-day extension to electronically file all 1098s and 1099s (excluding 1099-NEC) is automatically created and filed with the IRS by ONESOURCE Trust Tax. Be sure to have your 2023 payers created before this date. |
March 26, 2024 (Tuesday) | Last day to submit request to prepare 1099 and 1098 data files if you want to file by the IRS filing deadline (April 1, 2024) and you're not taking advantage of the 30-day extension period. |
April 23, 2024 (Tuesday) | Last day to submit request to prepare 1099 and 1098 data files if you're taking advantage of the extension period. April 30, 2024 is the extension filing deadline. |
May 13, 2024 (Monday) | You can begin submitting your requests to prepare your 2023 5498 IRS data files. |
May 23, 2024 (Thursday) | 30-day extension to electronically file 5498s is created and filed with the IRS by ONESOURCE Trust Tax. Be sure to have your 2023 payer(s) entered before this date. |
May 28, 2024 (Tuesday) | Last day to submit request to prepare 5498 data files if you want to file by the IRS filing deadline (May 31, 2024) and you're not taking advantage of the 30-day extension period. |
June 25, 2024 (Tuesday) | Last day to submit request to prepare 5498 data files if you're taking advantage of the 5498 extension period. July 1, 2024 is the extension filing deadline. |
November 13, 2024 (Wednesday) |
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