Here Is the Last Date You Will Receive Your Tax Forms This Year

The deadline for filing tax returns for 2022 is approaching. The last thing you want is to almost finish registering, only to realize that you are missing a critical form. You didn’t put it there? He never arrived? It’s still in the mail, are you worried?

You can avoid that extra uncertainty during an already stressful process by brushing up on all the other important tax deadlines you need to know for 2023. Here are the latest dates for when you are due to receive tax forms this year so you know when you are clear to go ahead and file your taxes – and when you need to complete the still missing form.

Tax dates you need to know

For most taxpayers, the deadline for filing 2022 tax returns is Tuesday, April 18, 2023. This is also the deadline for submitting a request to extend the filing deadline while maintaining payment of due taxes. If you want to file your tax return before the last possible day , which we highly recommend , you need to know when you are done waiting for all your tax forms to arrive in the mail.

You should have already received a W-2 form because employers must submit this form by January 31 to receive income from the previous calendar year of employment. Most 1099 forms also have a deadline on January 31, but some did not need to be mailed until February 15, 2023 . If you have not received these forms or have lost them, you can ask your employer for a copy. Banks are also required to submit Forms 1099-INT (listing any interest income for the year) by January 31st .

So, for the most part, most taxpayers by now have to wait for tax forms. However, there are exceptions. For example, Charles Schwab notes that for some, the latest date they can receive tax forms is actually September 15, 2023. Obviously, tax day April 18 is long overdue. The reason is that Schedule K-1 forms (for investments in business partnerships), which are due by March 15, can be extended by six months until September 15. request an extension of registration .

Don’t delay paying taxes

Filing early makes sense, but you still need to pay close attention to your taxes. Mistakes and missed deadlines usually mean missing out on potential tax savings steps. Start working on your return now so you have time to do it carefully and seek professional tax preparation help if you need it.

Gather any documents, forms or receipts you need to decide if you should itemize your deductions and just make sure you have everything you need, all in one place.

Note. April 18 is also the last day to make contributions to your IRA or HSA for the 2022 tax year for individuals filing a personal income tax return, so now is the time to plan how you can maximize your savings.

Make sure you’re up to date with all the changes you need to know about before you file your tax return this year , which is to say goodbye to any Pandemic Relief Credit increase over the past few years and check out USA.gov. to get all your taxes. forms .

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