Waterman And Associates Inc.

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We are a Purpose Driven company with the call to keep alive:

                 • The visions of families

                 • The aspirations of small business owners

                 • The grace and independence of seniors

For us, it isn't just a job...it's a calling ­— a cause.


This is work that inspires greatness and changes the world. Together we have the power to help this diverse nation pursue peace in the home, community, state, nation and world.

SCROLL DOWN FOR THE LINK TO ACCESS OUR WEEKLY MARKET COMMENTARY REPORT

Phone:

Office: 503-524-6974 Fax: 503-922-0515

Federal Tax Calendar

Here are some key dates for the current tax year.

2018

January
16 – Fourth quarter 2017 estimated tax due. Use Form 1040-ES.
31 – Deadline for employers to provide copies of Forms W-2 and 1099 for 2017 to employees.
February
15 – If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by February 15 to continue your exemption for another year.
March
1 – Deadline for farmers and fishermen who have a balance due on their taxes to file their 2017 individual income tax returns and pay the balance due without penalties.
15 – Deadline for 2017 S Corporation corporate tax returns (Form 1120-S) or to request an extension using Form 7004.
April
17 – Deadline to file 2017 individual income tax returns (Form 1040, 1040A, or 1040EZ) and any taxes owed, or to file for an automatic 6-month extension.
17 – Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2017 tax year.
17 – First quarter 2018 estimated tax due. Use Form 1040-ES.
17 – Deadline to file 2017 trust tax returns (Form 1041) or to request an automatic extension.
17 – Deadline to file 2017 partnership tax returns (Form 1065) or to request an automatic extension (Form 7004).
17 – Deadline to file 2017 corporate tax returns (Form 1120) or to request an automatic extension (Form 7004).
June
15 – Deadline for U.S. citizens living abroad to file individual tax returns and pay any tax, interest, and penalties due, or to request a 4-month extension (Form 4868).
15 – Second quarter 2018 estimated tax due. Use Form 1040-ES.
September
17 – Third quarter 2018 estimated tax due. Use Form 1040-ES.
October
1 – Deadline for existing employers to establish a SIMPLE IRA plan.
15 – If you were given a 6-month extension to file your income tax return for 2017, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties due.
15 – Final deadline to file 2017 partnership tax return if you were given a 6-month extension.

Source: Internal Revenue Service, 2017

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