April 15 is officially behind us. You might be breathing a sigh of relief, thinking your primary tax duties are finished for the year.
However, managing your finances is an ongoing process. Throughout the rest of 2026, several important deadlines demand your attention. Missing these target dates can lead to unnecessary penalties or missed opportunities to optimize your savings.
At SD Mayer, we want to help you stay ahead of the curve. We have put together this straightforward calendar of key individual tax dates for the remainder of 2026. Keep in mind that this list covers the major milestones, but you might have specific deadlines unique to your financial situation. Let's look at the dates you need to mark on your calendar.
Crucial 2026 Tax Deadlines
June 15
- File a 2025 individual income tax return (Form 1040 or Form 1040-SR) or file for a four-month extension (Form 4868) if you live outside the United States and Puerto Rico or you serve in the military outside those two locations. Pay any tax, interest, and penalties due.
- Pay the second installment of 2026 estimated taxes (Form 1040-ES) if you are not paying income tax through withholding or not paying sufficient income tax through withholding.
September 15
- Pay the third installment of 2026 estimated taxes (Form 1040-ES) if you are not paying income tax through withholding or not paying sufficient income tax through withholding.
September 30
- If you are the trustee of a trust or the executor of an estate, file an income tax return for the 2025 calendar year (Form 1041) if an automatic five-and-a-half-month extension was filed. Pay any tax, interest, and penalties due.
October 15
- File a 2025 individual income tax return (Form 1040 or Form 1040-SR) if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States and Puerto Rico or serving in the military outside those two locations). Pay any tax, interest, and penalties due.
- Make contributions for 2025 to certain retirement plans or establish a SEP for 2025 if an automatic six-month extension was filed.
- File a 2025 gift tax return (Form 709) if an automatic six-month extension was filed. Pay any tax, interest, and penalties due.
December 31
- Make 2026 contributions to certain employer-sponsored retirement plans.
- Make 2026 annual exclusion gifts (up to $19,000 per recipient).
- Incur various expenses that potentially can be claimed as itemized deductions on your 2026 tax return. Examples include charitable donations, medical expenses, and property tax payments.
Stay on Track with SD Mayer
Handling taxes can sometimes feel overwhelming, but clear planning makes all the difference. Review these dates carefully and take action early to avoid any last-minute stress.
We know that every financial situation is unique. If you have questions about these deadlines or need help developing a customized tax strategy, the team at SD Mayer is ready to assist. Reach out to us today to ensure your finances remain in excellent shape all year long.