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January
January 1-3
- New Year¡¯s Day public holidays. 1040 office will be closed.
January 15
- 4th quarter payment is due if you choose to pay 2009 estimated income tax quarterly.
January 18-22
- 2010 tax season kicks off. Initial email from 1040 office asking for 2009 tax return preparation authorization and tax information required.
January 31
- W-2 forms and other compensation statement are due from employers. Forms 1099 are due from payers of interest, dividends and other specified types of income. |
February
February 13-19
- Chinese New Year public holidays. 1040 office will be closed.
February 22-26
- Email following up on 2009 tax information. |
March
March 15-19
- Email following up on 2009 tax information.
March 31
- Tax information is due for clients who need to make 2009 extension payment or to file 2009 tax return by April 15th. |
April
April 3-5
- Qing Ming public holidays. 1040 office will be closed.
April 6-9
- Email reminder on filing of 2009 tax return or filing extension with payment by April 15th.
April 15
- Original due date to file 2009 income tax return. (Automatic extensions applied and see next).
- 2-month automatic extension is granted to taxpayers living outside of the U.S. or Puerto Rico. Some states do not accept federal extension or grant 2-month automatic extension, Please check with your state or contact us if you need to file a state extension by April 15th.
- Filing Form 4868 and make payment by April 15th to minimize interest and penalties or if you do not qualify for a 2-month automatic extension.
- 1 st quarter payment is due if you choose to pay 2010 estimated income tax quarterly..
- Contribution to an IRA (Individual Retirement Account) is due. Maximum contribution is $5,000 ($6,000 if you are age 50 and over). Maximum contribution and deductible contribution may be reduced depending upon your modified adjusted gross income. |
May
May 1-3
- International Labor Day public holidays. 1040 office will be closed.
May 4-7
- Email following up on 2009 tax information.
May 31
- Tax information is due for clients who need to make 2009 extension payment or file 2009 tax return by June 15th. |
June
June 1-4
- Email reminder on filing timely or filing extension form 4868 by June 15th
- Asking authorization to file extension on your behalf
- Email reminder on filing FBAR (Report of Foreign Bank and Financial Accounts)
June 14-16
- Dragon Boat Festival public holidays. 1040 office will be closed.
June 15
- Tax return is due for US taxpayers living and working outside the US and Puerto Rico.
- Filing extension Form 4868 to extend the filing due date until Oct 15th if additional time is required. 1040 office will file the extension on your behalf if you have authorized us to do so.
- 2nd quarter payment is due if you choose to pay 2010 estimated income tax quarterly.
June 30
- Filing FBAR (Report of Foreign Bank and Financial Accounts) is due. |
July
July 5-9
- Email following up on 2009 US income tax return filing |
August
August 2-6
- Email following up on 2009 US income tax return filing |
September
September 1-4
- Email following up on 2009 US income tax return filing
September 15
- 3rd quarter payment is due if you choose to pay 2010 estimated income tax quarterly.
September 22-24
- The Moon Festival public holidays. 1040 office will be closed.
September 30
- Tax information is due for clients who need to make file 2009 tax return by October 15th. |
October
October 1-7
- National Day public holidays. 1040 office will be closed.
October 15
- Tax return is due if extension form 4868 has been filed.
- Applying for additional time to file tax return until Dec 15th by writing a letter to the IRS if you have any special reasons to file late. |
November-December
- Back filing of delinquent tax returns and tax consulting
- Preparation for the coming tax season |
