Important Tax Dates for 2025

IRS official tax dates you need to stay on top of your taxes.

 

January 15, 2025

4th-quarter 2021 estimated tax payment due

If you're self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2025.

 

April 15, 2025

1st-quarter 2025 estimated tax payment due

If you're self-employed or have other income that requires you to pay quarterly estimated taxes, get your Form 1040-ES postmarked by this date.

 

April 15, 2025

Individual tax returns due for tax year 2025

Last day to make a 2024 IRA contribution

The due date for filing tax returns and making tax payments is April 18, 2025. If you haven't applied for an extension, e-file or postmark your individual tax returns by midnight. The Individual Tax Return Extension Form for Tax Year 2025 is also due on this day.

If you haven't already funded your retirement account for 2024, do so by April 18, 2025. That's the deadline for a contribution to a traditional IRA, deductible or not, and a Roth IRA. However, if you have a Keogh, SEP, or other eligible plan and you get a filing extension to October 15, 2025, you can wait until then to put 2025 money into those accounts.

 

June 15, 2025

2nd-quarter 2025 estimated tax payment due

If you're self-employed or have other income that requires you to pay quarterly estimated taxes, make sure your payment is postmarked by this date.

 

September 15, 2025

3rd-quarter 2025 estimated tax payment due

If you're self-employed or have other income that requires you to pay quarterly estimated taxes, make sure your third-quarter payment is postmarked by September 15, 2025.

 

October 15, 2025

Extended individual tax returns due

If you got a filing extension on your 2025 tax return, you need to complete it and e-file or have it postmarked by October 15, 2025.

 

January 15, 2026

4th-quarter 2025 estimated tax payment due

If you're self-employed or have other income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2026.

What should you do to prepare for your appointment?

Required documents to keep on file:

  • Copies of Drivers License or State IDs

  • Social Security Cards

  • Proof of Residence for dependents claiming EIC

Income documents:

  • Income from jobs: forms W-2 for you and your spouse

  • Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information

  • Income from state and local income tax refunds and/or unemployment: forms 1099-G

  • Taxable alimony received

  • Business or farming income—profit/loss statement, capital equipment information

  • If you use your home for business—home size, office size, home expenses, office expenses

  • IRA/pension distributions—forms 1099-R, 8606

  • Rental property income/expense—profit/Loss statement, rental property suspended loss information

  • Social Security benefits—forms SSA-1099

  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)

  • Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer

  • Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

 

Tax deduction documents:

  • Advance Child Tax Credit payment

  • Child care costs—provider’s name, address, tax id, and amount paid

  • Education costs—forms 1098-T, education expenses

  • Adoption costs—SSN of child, legal, medical, and transportation costs

  • Home mortgage interest and points you paid—Forms 1098

  • Investment interest expense

  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

  • Casualty and theft losses—amount of damage, insurance reimbursements

  • Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)

  • Medical and dental expenses

Other tax documents:

  • IRA contributions

  • Energy credits

  • Student loan interest

  • Medical Savings Account (MSA) contributions

  • Moving expenses (for tax years prior to 2024 only)

  • Self-employed health insurance payments

  • Keogh, SEP, SIMPLE and other self-employed pension plans

  • Alimony paid that is tax dedcutible

  • Educator expenses

  • State and local income taxes paid

  • Real estate taxes paid

  • Personal property taxes—vehicle license fee based on value

  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

  • Direct deposit information—routing and account numbers

  • Foreign bank account information—location, name of bank, account number, peak value of account during the year