April Financial Tasks

A timeline of monthly financial activities

There’s a lot to get done in April when it comes to preparing your taxes. Follow this guideline to stay on track with your monthly financial tasks (check IRS.gov for temporary tax day adjustments due to COVID-19).

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.

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