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Organization Memberships

American Organization of CPAs
NC Assoc of CPAs
Due Dates

January
15
 Individual Quarterly Estimated Tax Payment
  • 4th installment
Trust and Estate Quarterly Estimated Tax Payment Installment 2003
31
 Employers' Taxes (Federal)
  • Form 941 for withholdings and FICA taxes from last quarter
  • Form 940 for unemployment (FUTA) taxes from prior year
Employees' Withholding Statements
  • Forms W-2
Information Returns
  • Forms 1099, 1098 et al.

February
28
 Withholding Statement Transmittals
  • Forms W-2 with Form W-3
Information Return Transmittals
  • Forms 1099 with Form 1096 or electronic equivalent

March
15
 Corporations
  • Last day to file Form 7004 for automatic six-month extension, if not able to file income tax return by today's due date
  • Income Tax Returns
  • Federal Forms 1120 and 1120-S et al.

April
15
 Individual Quarterly Estimated Tax Payment
  • 1st Installment 2004
Individual and Sole Proprietors
  • Last day to file Form 4686 for automatic four-month extension if not able to file income tax return by today's due date
  • Income Tax Returns
  • Federal Form 1040, 1040A, 1040EZ et al.
Corporation Quarterly Estimated Tax Payment
  • 1st Installment 1004
Partnerships
  • Last day to file Form 8736 for automatic three-month extension if not able to file income tax return by today's due date
  • Income Tax Returns
  • Federal Form 1065 et al.
Annual Informational Returns (Forms 1041-A, 5227) for certain trusts
Trusts and Estates
  • Income Tax Returns
  • Federal Form 1041
  • Estates seeking a filing extension must have submitted Form 2758 in time for it to be processed by today's due date
  • Trusts seeking an extension have until today to file Form 8736 for an automatic three-month extension
Trusts and Estate Quarterly Estimated Tax Payment
  • 1st Installment

May
15
 Information Returns
  • Form 5498s provided to participants and the IRS with 2003 IRA and SEP-IRA contributions

June
15
 Individual Quarterly Estimated Tax Payment
  • 2nd installment
Corporation Quarterly Estimated Tax Payment
  • 2nd installment
Trust and Estate Quarterly Estimated Tax Payment
  • 2nd installment

July
15
 Partnerships
  • Last day to file Form 1065 on automatic three-month extension
  • Last day to request additional three-month extension -- due cause must be shown for this extension, which is not automatic
Trusts
  • Last day to file Form 1041 on automatic three-month extension

August
15
 Individuals and Sole Proprietors
  • Last day to file Form 1040 on automatic four-month extension
  • Last day to request additional two-month extension -- due cause must be shown for this extension, which is not automatic

September
15
 Individual Quarterly Estimated Tax Payment
  • 3rd Installment
Corporations
  • Last day to file Income TAx Returns on automatic six-month extension
  • Federal Forms 1120 and 1120-S et al.
Corporation Quarterly Estimated Tax Payment
  • 3rd Installment
  • Trust and Estate Quarterly Estimated Payment Installment 2004

October
15
 Indiviuals and Sole Proprietors
  • Last day to file Form 1040 on non-automatice two-month extension
Partnerships
  • Last day to file Form 1065 on non-automatice three-month extension

December
15
 Corporation Quarterly Estimated Tax Payment
  • 4th Installment