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October 1

Trusts and estates: Filing an income tax return for the 2023 calendar year (Form 1041) and paying any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.

Employers: Establishing a SIMPLE or a Safe-Harbor 401(k) plan for 2032, except in certain circumstances.

October 10

Individuals: Reporting September tip income, $20 or more, to employers (Form 4070).

October 15

Individuals: Filing a 2023 income tax return (Form 1040 or Form 1040-SR) and paying any tax, interest and penalties due, if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States).

Individuals: Making contributions for 2023 to certain existing retirement plans or establishing and contributing to a SEP for 2023, if an automatic six-month extension was filed.

Individuals: Filing a 2023 gift tax return (Form 709) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

C corporations: Filing a 2023 income tax return (Form 1120) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

C corporations: Making contributions for 2023 to certain employer-sponsored retirement plans, if an automatic six-month extension was filed.

October 31

Employers: Reporting income tax withholding and FICA taxes for third quarter 2023 (Form 941) and paying any tax due.

November 12

Individuals: Reporting October tip income, $20 or more, to employers (Form 4070).

Employers: Reporting income tax withholding and FICA taxes for third quarter 2022 (Form 941), if you deposited on time and in full all of the associated taxes due.

November 15

Exempt Organizations: Filing a 2023 calendar-year information return (Form 990, Form 990-EZ or Form 990-PF) and paying any tax, interest and penalties due, if a six-month extension was previously filed.

December 10

Individuals: Reporting November tip income, $20 or more, to employers (Form 4070).

December 16

Corporations: Paying the fourth installment of 2023 estimated income taxes.

Partnerships: Paying the fourth installment of 2023 estimated income taxes.

Tax Exempt Orgs: Deposit Estimated Tax for 4th quarter due on Unrelated Business Taxable Income for Tax-Exempt Organizations. Use Form 990-W to determine the amount of estimated tax payments required.

December 31

Employers: Establishing a retirement plan for 2023 (generally other than a SIMPLE, a Safe-Harbor 401(k) or a SEP)