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The due date for filing your 2022 taxes is creeping up. The last thing you want is to be nearly done filing, only to realize you’re missing a critical form. Did you misplace it? Did it never arrive? Is it still in the mail and you’re freaking out for nothing?
You can avoid this additional uncertainty during an already stressful process by brushing up on all other important tax deadlines you should know for 2023. Here are the latest dates you should receive tax forms this year, so that you know when you’re in the clear to go ahead and file your taxes—and when you need to follow up on a still missing form.
Tax dates you need to know
For most taxpayers, the filing deadline to submit 2022 tax returns is Tuesday, April 18, 2023. This is also the deadline for requesting an extension to file your return, while still paying any tax owed. If you’re aiming to file taxes before the the last day possible—which we highly recommend—you need to know when you’re done waiting on all your tax forms to arrive in the mail.
You should have received your W-2 by now, since employers are required to send this form by Jan. 31 for the earnings from the previous calendar year of work. Most 1099 forms also have a Jan. 31 deadline, but some didn’t need to be mailed out until Feb. 15, 2023. If you did not receive these forms or misplaced them, you can ask your employer for a copy. Banks are also required to send 1099-INT forms (indicating any interest income for the year) by Jan. 31.
So, for the most part, most taxpayers should be done waiting on tax forms by now. However, there are exceptions. For instance, Charles Schwab points out that for some, the latest date they could receive tax forms is actually September 15, 2023. Obviously, this is long past the April 18 tax day. The reason is because Schedule K-1 forms (which are for investments in business partnerships), while supposed to be issued by March 15, might receive a six-month extension, to September 15. If that happens, it becomes the taxpayer’s job to request a filing extension.
Don’t procrastinate on your taxes
It pays to file early, but you still want to be thorough with your taxes. Mistakes and missed deadlines usually mean missing out on potential tax-saving moves. Start working on your return now to give yourself time to do it carefully, and seek professional tax prep help if you need it.
Gather any documents, forms, or receipts you’ll need to help you decide if you should itemize your deductions—and simply to make sure you have everything you need, all in one place.
Note: April 18 is also the final day to make contributions to your IRA or HSA for the 2022 tax year for individual income tax return filers, so now is also the time to plan out how you’ll maximize your savings.
Make sure you’re up-to-date on all the changes worth knowing before filing your taxes this year—namely, saying goodbye to any pandemic relief credit increases from the past few years—and hit up USA.gov to get all your tax forms.