W-2 and 1099 Tax Deadline Dates to Watch in New Year

December 27, 2013

Here are important deadlines for employers and businesses to highlight on their calendars…

DeadlineHere are important deadlines for employers and businesses to highlight on their calendars:

January 31, 2014

  • deadline to mail employee W-2 copies
  • deadline to mail recipient copies for Form 1099
  • deadline for trustees and custodians to issue Form 1099-R

February 18, 2014

  • deadline to mail Form 1099-MISC (if reporting payments in boxes 8 or 14)
  • deadline for employees to file W-4 to claim exemptions
  • deadline for financial institutions to mail out Form 1099-B (stocks, bonds, mutual funds sales)
  • deadline for financial institutions to mail out Form 1099-S (real estate transactions)

February 28, 2014

  • deadline to mail Copy A to federal agency on paper (W-2 to SSA, 1099 and 1096 to IRS) OR  March 31, 2014 if filing electronically

March 17, 2014

  • deadline to file 2013 corporate tax returns or extensions

April 15, 2014

  • deadline to file individual income tax return or extension

May 1, 2014

  • deadline for non-profit organizations to file information returns

For more information on tax deadlines for businesses and individuals, you can download the annual IRS calendar.