Dec. 31, 2013

Last trade date to recognize a gain or loss

Last day to convert/transfer a Traditional or Roth IRA

Last day to take a Required Minimum Distribution (RMD) from a retirement account

Last day to gift to a 529 College Savings Plan

Last day to make a gift to an individual or charitable donation


Jan. 15, 2014

Fourth Quarter estimated tax payment due for 2013


Jan. 31, 2014

Forms 1098,1099, W-2 and W-2G must be issued to employees, if applicable

Year end Payroll reports (which may include W-2’s, 940’s and WR)

Electronic filing of W-2’s with the State of OR*

*We suggest checking with your payroll service to make sure they file electronically.


Feb 28, 2014

1099 forms due to the Fed’s (red copy)


March 15, 2014

Federal tax filing and payment deadline for S and C Corporations*

*Must bring/mail tax information for S and C Corporations (with 12/31 year end) to our office by 03/01/2014 or return may be placed on extension


April 15, 2014

*Federal tax filing and payment deadline:


Partnerships (with 12/31 year end)

Sole Proprietorships

Trusts (with 12/31 year end)

*Must bring/mail tax information for the above tax returns to our office by 04/01/2014 or return may be placed on extension.

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