Important 2017 Tax Deadlines

Important 2017 Tax Deadlines

Set forth below are a variety of tax deadlines that may apply to you in 2017. As always, please check with your tax advisor before taking action or failing to take action with regard to any of the items listed below. Also, please note that this is not a complete list of all tax deadlines and you should touch base with your tax advisor as there may be other deadlines that pertain to your personal tax situation.

January 17
  • Pay your fourth quarter 2016 federal individual estimated income taxes
April 1    
  • Take a 2016 required minimum distribution (RMD) from your traditional IRAs if you reached 70 1/2 in 2016
April 18
  • File your 2016 federal individual income tax return (or make your payment with extension)
  • Pay your first-quarter 2017 federal individual estimated income tax
  • Make a 2016 contribution to traditional IRA, Roth IRA, or Education Savings Account (ESA)
June 15
  • Pay your second-quarter 2017 federal individual estimated income tax
September 15
  • Pay your third-quarter 2017 federal individual estimated income tax
October 16
  • File your 2016 federal individual income tax return subject to automatic extensions
  • Recharacterize a 2016 Roth IRA conversion
November 28
  • Double up to avoid violating the "wash sale" rule
December 29
  • Sell stock or listed options to realize a gain or loss
  • Take 2017 RMDs from traditional IRAs and most qualified plans if you reached the age 70 12/ before 2017
  • Complete Roth IRA conversion
  • Complete a 529 plan contribution
  • Sell shares acquired through the 2017 exercise f incentive stock options (ISOs) in disqualifying disposition to limit alternative minimum tax (AMT) exposure Savings Account (ESA)
December 31
  • Complete gifts for the current calendar year (charitable or other)
Posted by BLBB

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