Apr 15 2026
Tax Day! 1st Quarter Estimate Taxes Due For 2026

Q1 estimated taxes due for 2026. Individual, C-corporation, trust & gift tax return (or extension) forms due for 2025.

Last day to make IRA, SEP-IRA, and Keogh contributions for 2025.

SEP-IRA and Keogh contributions can be made up to the extended due date if an extension for filing returns is made.

Apr 22 2026
Live Webinar: Trust Administration Essentials: From Estate Settlement to Ongoing Trust Oversight

Register for our live webinar: Trust Administration Essentials: From Estate Settlement to Ongoing Trust Oversight

May 15 2026
Nonprofit Returns Filing Deadline

Calendar-year nonprofit returns due (Form 990 series).

 

May 25 2026
Memorial Day - Market & Banks Closed
Jun 01 2026
Form 5498 (IRA Contributions for 2025) Issued
Jun 15 2026
2nd Quarter Estimated Taxes Due For 2026
Jun 19 2026
Juneteenth National Independence Day - Market & Banks Closed
Jul 03 2026
Independence Day Observed - Market & Banks Closed
Jul 04 2026
Independence Day
Aug 05 2026
Time to schedule an appointment with your financial advisor to discuss year-end tax planning
Sep 07 2026
Labor Day - Market & Banks Closed
Sep 15 2026
3rd Quarter Estimated Taxes Due For 2026; S-Corporation & Partnership Extended Filing Deadline

Extended deadline to file S-Corporation and Partnership federal tax returns for the 2025 tax year.

Sep 30 2026
Trust & Estate Extended Filing Deadline

Extended deadline to file federal trust and estate income tax returns (Form 1041) for 2025 tax year.

Oct 01 2026
Remember to complete your Required Minimum Distributions (RMDs) before year-end!

Remember to complete RMDs before December 31, 2026 deadline.

Oct 12 2026
Indigenous Peoples’ Day/Columbus Day - Banks Closed, Market Open
Oct 15 2026
C-Corp, Individual & Gift Extended Filing Deadline; Open enrollment for Medicare Advantage and Part D Plans

Extended deadline to file C-Corporation federal tax returns for the 2025 tax year.

Extended Individual & Gift filing deadline.

Open enrollment for Medicare Advantage and Part D plans begins.

Nov 01 2026
Daylight Savings Time - Fall Back

Remember to set your clocks back by an hour.

Nov 03 2026
U.S. Election Day
Nov 11 2026
Veteran’s Day - Banks Closed, Market Open
Nov 16 2026
Nonprofit Returns Extended Filing Deadline
Nov 26 2026
Thanksgiving Day - Market & Banks Closed
Nov 27 2026
Day after Thanksgiving - Market Closes at 1PM EST

On Friday, the day after Thanksgiving, the market closes early at 1PM Eastern.

Dec 07 2026
Medicare Open Enrollment Due Date

Last chance to sign up for Medicare Advantage and Part D plans.

Dec 15 2026
Affordable Care Act Open Enrollment Due Date

Last chance to apply for coverage of healthcare through ACA beginning January 1, 2027 (subject to federal/state rules).

Dec 24 2026
Christmas Eve - Market Closes at 1PM EST

The day before Christmas Day, the market closes early at 1PM Eastern.

Dec 25 2026
Christmas Day - Market & Banks Closed
Dec 31 2026
Last Day of 2026

1) Last day to make 401(k) contributions for the current year.

2) Last day to establish a Keogh plan.

3) Last day to make charitable contributions.

4) RMDs must be taken for individuals aged 73 or older with an RMD obligation for 2026.

Jan 15 2027
4th Quarter Estimate Taxes Due for 2026
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