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Tax season calendar & key deadlines

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For 2025, April 15 is the big tax deadline, but there are several others worth noting. Keep track of the important dates with our 2025 tax season calendar.

Important tax dates and deadlines

This is a 2025 tax calendar listing some of the approaching deadlines.

DateTax season event
Dec. 31, 2024

Last trade date to recognize a gain or loss

Last day to convert/transfer your Edward Jones traditional or Roth IRA

Last day to take a distribution from your Edward Jones retirement account

Jan. 15, 2025Fourth-quarter estimated tax payment due
Jan. 31, 2025IRS deadline for Forms 1099-R and 1099-Q to be furnished to clients
Feb. 15, 2025

IRS deadline for Consolidated 1099 Tax Statement to be furnished to clients

(may include Forms 1999-B, 1099-DIV, 1099-INT, 1099-MISC and/or 1099-OID)

March 3, 2025Federal tax-filing deadline for farmers/fishermen not making quarterly estimated tax payments
March 17, 2025

Federal tax-filing deadline for S corporations, partnerships and LLCs taxed as an S corporation or partnership

Deadline for partnerships to issue Schedule K-1 to partners

April 15, 2025

Federal income tax return filing and payment deadline:

  • Individuals
  • Farmers/fishermen making quarterly estimated tax payments (Note: First-quarter estimated payment is due April 15, 2025)
  • Sole proprietorships

Last day to make a 2024 contribution to your Edward Jones traditional or Roth IRA

First-quarter 2025 estimated federal tax payments due

May 15, 2025Federal filing deadline for nonprofit organizations
May 31, 2025IRS deadline for Form 5498 to be furnished to clients
June 16, 2025Second-quarter 2025 estimated tax payment due
Sept. 15, 2025Third-quarter 2025 estimated tax payment due
Oct. 15, 2025Federal tax-filing deadline for individuals who filed an extension
  

Note: All business entity deadlines listed are for calendar tax-year reporting with a Dec. 31 year-end. Different deadlines may apply for business entities reporting on a fiscal tax year.

Tax deadline FAQs

More questions?

For tax questions, consult your tax professional. For investment-related questions, please contact your local Edward Jones financial advisor.

Important information:

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.