MCB Accounting Blog

May 31st: SBA Form 468 (Long Form) Economic Data Due

May 31st is the deadline to file the schedule called "Economic Data for Portfolio Concerns" contained on page 22 of SBA Form 468 (Long Form).

 

May 15th - 990s Due

May 15th is the deadline for all calendar year exempt organizations to file Forms 990, 990-PF, and 990-T.
 
You may file a 5-month extension.

May 10th - 1Q Form 941 Due

File Form 941 for the first quarter of 2013.  This due date applies for calendar year taxpayers and only if you deposited the tax for the quarter in full and on time.

Note:  If you are a Fiscal Year Taxpayer, you should calculate your quarterly due dates based on your fiscal year end date. 

May 1st: Participating Securities Distribution Date (Required Annual Distributions Due)

May 1st is the required annual participating securities distribution date.

April 30th: Notification of Material Adverse Valuation Changes (Quarterly Notification) Due

April 30th is the deadline to file the Notification of Material Valuation Changes (quarterly notification; changes of +/- 20% since last valuation report).

 

April 30th: SBA Form 468 (Short Form) Due

April 30th is the deadline to file SBA Form 468 (Short Form). An electronic copy must be filed and two certified copies must be delivered to the SBA.

April 15th: Partnership Federal Income Tax Return Due

Partnerships: File 2012 Form 1065 and furnish a copy of Schedule K-1 to each partner. For automatic 5-month extension, file Form 7004.

March 31st: Notification of Material Valuation Changes (Semi-Annual Notification) Due

March 31st is the deadline to file the Notificiation of Material Valuation Changes (semiannual notification; changes of +/- 10% since last valuation report.

 

March 31st: SBA Form 1031A (Semi-Annual 1031 Certification) Due

March 31st is the deadline to file SBA Form 1031A (Semi-Annual 1031 Certification).

April 15th: It's Tax Deadline Day


Individuals: File 2012 Form 1040, 1040A, or 1040EZ. For automatic 6-month extension file Form 4868 and deposit estimated tax. Pay the first installment of 2013 estimated tax.

Household Employers: File Schedule H with Form 1040 if you paid $1,700 or more to a household employee.

Partnerships: File 2012 Form 1065 and furnish a copy of Sch. K-1 to each partner.

Electing Large Partnerships: File 2012 Form 1065 calendar year return.

Corporations: Deposit the first installment of your estimated tax for 2013.

Employers: Deposit payroll tax for March if the monthly deposit rule applies.

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