Federal Publication 509 Tax Calendars

The IRS (Internal Revenue Service) releases a tax calendar, also known as Publication 509, every year to help taxpayers easily navigate their tax responsibilities. Publication 509 includes three tax calendars with specific due dates for:

  • Filling tax forms, like Form W4.
  • Paying taxes, and
  • Taking other actions required by federal tax law.

The three tax calendars cover in the Publication 509 are A) General Tax Calendar B) Employer’s Tax Calendar and C) Excise Tax Calendar.

Which Tax Calendar(s) Should You Choose?

To decide which calendar(s) to use, follow the steps below:

Step 1: General Tax Calendar: Start with this one and mark the relevant dates.

Step 2: Employer's Tax Calendar: If you are an employer, use this one too.

Step 3: Excise Tax Calendar: If you owe excise taxes, check this calendar.

Note: Depending on your situation, you may need to use more than one calendar. Choose tax calendars that align with your specific tax obligations.

Why Should You Consider Using Tax Calendar (Publication 509)?

You should use Tax Calendar 2024 for the following reasons:

  • No need to calculate due dates; the calendar does it for you.
  • Helps you file or pay on time, avoiding penalties.
  • Due dates are pre-adjusted; you don't worry about weekends or holidays.

Key Dates and Deadlines of General Tax Calendar 2024

Check out the following dates and deadlines of General Tax Calendar 2024 to keep up with your taxes. Further, to make sure you get your taxes right and avoid mistakes or penalties, we suggest using these easy-to-use tax calculators and tools.

First Quarter (January, February, March)

  • January 10: Report tips over $20 in December using Form 4070.
  • January 16: Pay the final installment of 2023 estimated tax or file 2023 return by January 31.
  • January 31:
    • File 2023 return (if not paid on January 16).
    • Issue annual information statements to recipients.
  • February 12: Report tips over $20 in January.
  • February 15: File a new Form W-4 if you claimed exemption last year.
  • February 28: File information returns for certain 2023 payments.

Second Quarter (April, May, June)

  • April 1: Electronically file certain information returns for 2023 payments.
  • April 10: Report tips over $20 in March.
  • April 15: File 2023 return and pay tax; deposit the first installment of 2024 estimated tax.
  • May 10: Report tips over $20 in April.
  • June 10: Report tips over $20 in May.
  • June 17: File 2023 return if abroad or in a combat zone; deposit the second installment of 2024 estimated tax.

Third Quarter (July, August, September)

  • July 10: Report tips over $20 in June.
  • August 12: Report tips over $20 in July.
  • September 10: Report tips over $20 in August.
  • September 16: Deposit the third installment of 2024 estimated tax; file 2023 partnership and S corporation returns if extended.

Fourth Quarter (October, November, December)

  • October 10: Report tips over $20 in September.
  • October 15: File extended 2023 returns and pay tax.
  • November 12: Report tips over $20 in October.
  • December 10: Report tips over $20 in November.
  • December 16: Deposit the fourth installment of 2024 estimated tax.

Remember that, just as it is essential to follow these key dates on the tax calendar, it is necessary to accurately calculate tax withholding based on your paycheckcreate and submit the form W-4, and claim your refund if required.