Save the (Tax) Dates! – The TurboTax Blog

Lisa Greene-Lewis

In order to help you plan for your tax year 2023 taxes (the ones you file in 2024) and other important tax dates, we’ve compiled a list of key tax deadlines for you to keep in mind and mark on your calendar.

Open Enrollment for Marketplace Insurance: November 1, 2023 – January 15, 2024

If you needed Marketplace health insurance for 2024, you would have had to enroll through the Health Insurance Marketplace by January 15, 2024. For your coverage to have taken immediate effect by the New Year on January 1, 2024, you need to select your plan by December 15, 2023. If you have had a change in your situation – like getting married, having a baby, or a loss of health coverage – you may be eligible for a Special Enrollment Period, that would allow you to enroll in health insurance outside of the yearly Open Enrollment Period. 

TurboTax Online: November 30, 2023

All TurboTax Online products went live on November 30, 2023. This includes TurboTax Live, where a tax expert can guide you along the way or fully do your taxes for you. 

IRS E-file Opens: TBD

The IRS will announce the IRS E-file open dates soon. Check back with TurboTax for more details.

W-2s, 1099-NEC (Formerly 1099-Misc for Self-Employed) and 1099-K Sent Out by *January 31, 2024

You should receive your W-2s and 1099s in the mail or electronically for download.

Tax Year 2023 Tax Deadline: April 15, 2024

April 15 is the big day! Individual tax returns are due for Tax Year 2023, so be sure to e-file or postmark your individual tax returns by midnight local time. 

Last Day to make 2023 IRA Contributions: April 15, 2024

If you haven’t maxed out your IRA contribution for 2023, you can make a 2023 IRA contribution by April 15, 2024, and possibly get a tax deduction. Be sure to tell your plan administrator that your contribution is for 2023 and not 2024.

Tax Year 2023 Extended Deadline: October 16, 2024

If you requested an extension to file your 2022 taxes by April 18th with Form 4868, Application for Automatic Extension of Time, you will have until the extended tax deadline of October 16, 2023 to file your taxes.

Self-Employed? Know Your Quarters!

1st Quarter 2024 Estimated Tax Payment Due: April 15, 2024

If you are self-employed or have other first-quarter income that requires you to pay quarterly estimated taxes, send in your 2024 1st quarter estimate by April 15, 2024.

2nd Quarter 2024 Estimated Tax Payment Due: *June 17, 2024

If you are self-employed or have other second-quarter income that requires you to pay quarterly estimated taxes, send in your 2024 2nd quarterly estimated tax payment by June 15, 2024.

*When tax deadlines fall on a Saturday, Sunday, or a Holiday, the deadline is the next business day.

3rd Quarter 2024 Estimated Tax Payment Due: *September 16, 2024 

If you are self-employed or have other third-quarter income that requires you to pay quarterly estimated taxes, send your 2024 3rd quarterly estimated tax payment by September 15, 2024.

*When tax deadlines fall on a Saturday, Sunday, or a Holiday, the deadline is the next business day.

4th Quarter 2024 Estimated Tax Payment Due: January 15, 2025 

If you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, send your 2024 4th quarter estimated tax payment by January 16, 2025.

Victims of recent federally declared disasters may have more time to file various individual and business tax returns and make certain tax payments. If you were impacted by a federally declared disaster, check the IRS disaster relief page for the most recent tax relief provisions for taxpayers affected by disaster situations.

TurboTax Has You Covered

Don’t worry about knowing these tax rules. Meet with a TurboTax Expert who can prepare, sign and file your taxes, so you can be 100% confident your taxes are done right. Start TurboTax Live Full Service today, in English or Spanish, and get your taxes done and off your mind.

Lisa Greene-Lewis
Lisa Greene-Lewis

Lisa has over 20 years of experience in tax preparation. Her success is attributed to being able to interpret tax laws and help clients better understand them. She has held positions as a public auditor, controller, and operations manager. Lisa has appeared on the Steve Harvey Show, the Ellen Show, and major news broadcast to break down tax laws and help taxpayers understand what tax laws mean to them. For Lisa, getting timely and accurate information out to taxpayers to help them keep more of their money is paramount. More from Lisa Greene-Lewis

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