The well-known tax deadline of April 15th has come and gone, but important tax obligations continue throughout the year.

Below are additional dates that may require action based on your specific tax situation before the end of 2026. Take a moment to review these dates, and feel free to reach out if you have any questions or need help staying on track with any of the deadlines.

June 15:

• If you live outside of the United States and Puerto Rico, or you serve in the military outside of those locations, June 15 is the deadline to file your 2025 individual income tax return (Form 1040 or Form 1040-SR). If you fall into this category but you need more time, you can file a four-month extension to extend your return filing date. Any tax and interest and penalties are still due by June 15 as filing an extension only extends the time to file your return. It does not extend the time to pay any tax owed.
• Are you self-employed without withholding or do you not pay sufficient income tax through withholding? The second installment of 2026 estimated tax is due.

September 15:

• For those without withholding or sufficient withholding of income tax, the third installment of 2026 estimated tax is due.

September 30:

• Are you the trustee of a trust or executor of an estate that filed an automatic five-and-a-half month extension? File Form 1041 and pay any tax, interest and penalties due.

October 15:

• If you filed an automatic six-month extension for your 2025 individual income tax return, October 15 is the extended deadline to file your return. This also applies for extended returns of those living outside the United States and Puerto Rico or serving in the military outside of those locations.
• Make eligible contributions to certain retirement accounts for 2025 or establish a SEP plan if you filed for an extension.
• If an extension for a gift tax return (Form 709) was filed, file the return now along with any payments, penalties and interest due.

December 31 – Deadline to act on some items for 2026 including:

• Complete contributions for 2026 to qualifying employer-sponsored retirement plans.
• If you have retirement accounts and have reached the age of 73, Required Minimum Distributions (RMDs) for 2026 must be taken by December 31 (unless this is your first RMD year).
• If you plan to make gifts, take advantage of the annual exclusion of $19,000 per recipient for 2026 ($38,000 per recipient for married couples electing to split gifts) by completing them by year-end.
• Pay or incur deductible expenses that may be itemized on your 2026 return such as charitable contributions, qualifying medical costs, and property taxes.

For more tax insights, deadlines, and helpful resources, visit our Tax Hub.