Filing Deadlines Due Dates
Individual & Seniors (Form1040) - April 15, 2027, Extended October 15, 2027
S - Corporation 1120S - March 15, 2027, Extended September 15, 2027
Partnerships (Form 1065) - March 15, 2027, Extended September 15,2027
Trusts & Estates (Form 1041) - April 15,2027, Extended September 30,2027
C - Corporations (Form 1120) - April 15, 2027, Extended October 15, 2027
Additional Important Dates
January 15, 2027: Final estimated tax payment due for Q4 of 2026
February 2, 2027: Deadline for employers to furnish W-2 forms to employees and for businesses to furnish various 1099 forms (e.g., 1099-NEC for nonemployee compensation) to recipients.
April 1, 2027: The last day for individuals who turned 73 in 2026 to take their first Required Minimum Distribution (RMD) from retirement accounts.
April 15, 2027:
June 15, 2027: Second quarterly estimated tax payment for the 2027 tax year is due.
September 15, 2027: Third quarterly estimated tax payment for the 2027 tax year is due.
The IRS has announced it will phase out paper tax refund checks for individual taxpayers, with the full transition to electronic payments effective for the 2026 tax filing season (for tax year 2025 returns). The phase-out officially began on September 30, 2025, in accordance with a federal mandate.
Future Method: Beginning with the 2026 filing season, refunds will be issued almost exclusively through electronic methods, such as direct deposit, prepaid debit cards, or digital wallets.
Action Needed: The IRS encourages all taxpayers to prepare now by ensuring they have a bank account and know their routing and account numbers to facilitate direct deposit, or by exploring the other electronic options available.
Options for the "Unbanked": For taxpayers without access to traditional bank accounts, the IRS and Treasury Department will offer alternative electronic options, including prepaid debit cards (like the Direct Express card used for other federal benefits) and digital wallets. Limited exceptions for genuine hardship may also be available.
