A timeline of monthly financial activities
There’s a lot to get done in April when it comes to filing your taxes. Follow this guideline to stay on track with your monthly financial tasks.
|File your federal gift tax return or extension by April 15th for gifts made between January 1st – December 31st in the prior year.||
File federal estate and trust income return or extension.
File your partnership income tax return or extension.
|If self-employed, the first quarter estimated tax payment Form 1040-ES is due by April 15th.||Now is the deadline to fund your traditional or Roth retirement account to count as a prior year contribution.|