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:
Individuals
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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