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Important Dates & Deadlines

  • 4th quarter 2022 estimated tax payment due
  • 1099 Reporting information due to our office
  • Information returns due to the appropriate agencies
  • W2s and 1099s due to vendors
  • Exemption from Withholding form due for refiling (W-4)
  • Partnerships and S-Corporations returns (or extensions) due
  • Form 2553 S-Corporation election due for tax year 2023
  • Required minimum distribution due if you turned 72 in 2022
  • Individual tax returns (or extensions) due
  • Payment due for 2022 taxes owed (regardless of extension)
  • Corporate returns (or extensions) due
  • Local returns for individuals and businesses due
  • 1st quarter 2023 estimated tax payment due
  • Last day to make a 2022 IRA contribution
  • Kentucky Property Tax Returns due
  • 2nd quarter 2023 estimated tax payment due
  • Extended Partnership and S-Corporation returns due
  • 3rd quarter 2023 estimated tax payment due
  • Extended individual tax returns due
  • Extended Corporate returns due
  • Last day to make a 2022 Keogh, SEP, or other eligible plan contribution (if taxpayer filed an extension)
  • Required minimum distributions must be taken by those who are age 73 or older
  • 4th quarter 2023 estimated tax payment due

Be Prepared For Tax Day

  • Forms W-2 for you and your spouse
  • Investment income Forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
  • Virtual Currency transaction information
  • Forms 1099-G
  • Taxable alimony received
  • Business or farming income – profit/loss statement, equipment purchase/sale information
  • Forms 1099-R, Form 8606
  • Rental property income, expenses, and major improvements
  • Forms SSA-1099
  • Income from sales of property – original cost and cost of improvements, escrow closing statement
  • Form 1099-C
  • Prior year installment sale information including Form 6252, principal and interest collected during the year, SSN and address of payer
  • Other miscellaneous income, including jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.
  • Stimulus payments received
  • IRA contributions
  • Energy credits
  • Student loan interest
  • Medical & Health Savings Account (MSA) contributions and distributions
  • Self-employed health insurance payments
  • Keogh, SEP, SIMPLE, and other self-employed pension plans
  • Alimony paid that is tax deductible
  • Educator expenses
  • State and local income taxes paid
  • Real estate taxes paid
  • Personal property taxes
  • Estimated tax payment 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, maximum value of account during the year
  • 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
  • Medical and dental expenses