Tax deadlines for transactions

ARTICLE TAKEAWAYS

  • Federal deadlines on retirement account transactions
  • Federal tax-filing deadlines
  • Federal gifting deadlines

See below for important federal tax deadlines. Speak with your financial professional if you have questions about transactions that may affect your taxes.

Deadlines for account transactions

December 31, 2023

  • Traditional or Roth IRA conversions or transfers
  • Gifts to CollegeAmerica® plans for 2023
  • Gifts to individuals or charitable donations for 2023
  • Required minimum distributions(RMDs) from retirement accounts

Important: Transaction requests received after the close of the New York Stock Exchange (NYSE) on December 29, 2023, will be processed on the next business day (January 2, 2024) and will be reported for tax year 2024.

March 15, 2024

  • Federal tax filings and payments for S corporations and partnerships (with tax year-end of December 31)

April 15, 2024

  • Traditional and Roth IRA contributions for 2023
  • Education Savings Account contributions for 2023
  • Federal tax filings and payments for individuals, C corporations and sole proprietorships (with tax year-end of December 31)

September 15, 2024

  • Federal tax filings for S corporations and partnerships that requested an extension with the Internal Revenue Service (IRS)

October 15, 2024

  • Federal tax filings for individuals, C corporations (with tax year-end of December 31) and sole proprietorships that requested an extension with the IRS

Note: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial professional or visit the IRS website for information about tax relief.

Related content

Tax form schedule

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