Are you wondering what all the important deadlines and due dates are for your W2s, 1099’s, 940, 941, and Payroll Taxes in 2024?

Then you’re in the right place 😉

I’ve put together this mini-training video to help you with the most important deadlines you need to remember

Download the accompanying PDF here: https://CandusKampfer.com/2024

Tip: I prefer to have all forms completed by January. (For peace of mind 🤓)

Register now for my Customizing QuickBooks Workshop and get my free, helpful PDF guide to preparing for your tax appointment as a bonus! 🎉

Click to save your seat ➡️ https://CandusKampfer.com/workshop

 

E-file Requirement Changes

Starting tax year 2023, if you have 10 or more combined 1099s,

W-2s or other federal forms to file, you must file them electronically. To learn more, see IRS and Treasury issue final regulations on e-file for businesses.

https://www.irs.gov/newsroom/irs-and-treasury-issue-final-regulations-on-e-file-for-businesses

The Most Important Deadlines to Remember in 2024

1099 Deadlines

1099-NEC:

  • E-file your 1099NEC forms with Intuit on or before January 27, 2024 before 5:00 PM PT so they can be processed and postmarked to your contractors by January 31, 2024.
  • Mailing 1099-NEC forms (not e-filing): Must be postmarked by January 31st to contractors & IRS.

 

1099-MISC:

  • E-file your 1099-MISC forms by March 29, 2024 so they can be processed by March 31, 2024.
  • Mailing 1099-MISC forms (not e-filing): Must be postmarked to IRS by February 28, 2024.

 

Year-End Payroll Form Deadlines

W2 ‘s & W3:

  • W2 forms become available from Intuit on January 13th, 2024.
  • E-file your W-2 forms before January 27th at 5:00 PM PT so they can be processed by January 31, 2024.
  • Mailing W-2 forms (not e-filing): You must furnish Copies B, C, and 2 of Form W-2 to your employees by January 31, 2024.

*W-2 forms if processed through Intuit will be mailed to your employees to the addresses indicated in the employee profile by January 31, 2024. (W-2 forms are mailed to employees by USPS from January 20 through February 1.)

940 Form – 2023 E-filing/Mailing Deadline:

  • The Form 940 annual filing deadline is January 31, 2024.
  • However, if you deposited all your FUTA tax when it was due, you may file Form 940 by February 10, 2024.

 

941 Form 2023 4th Quarter Deadline:

  • The 4th Quarter filing deadline for 2023 Form 941, Employer’s Quarterly Federal Tax Return, is January 31, 2024

State Payroll Forms Check with your tax professional for requirements.  

 

Sales Tax Deadlines

EXAMPLE: California

Monthly: Due the last day of the month following the reporting period month.

 

Quarterly:

Jan – March Due by April 30th

April – June Due by July 31st

July – September Due by October 31st

October – December Due by January 31st

(Prepayments are due on the 24th)

 

Annual:

Sales Tax Accounts: Due January 31st for the prior year.

Qualified Purchasers and Consumer Use Tax Accounts: Due by April 15th.

Prepayment accounts file on the 24th of the first 2 months of each quarter. https://www.accuratetax.com/resources/sales-tax-information/california/

 

Estimated Tax Deadlines

Estimated Tax Due Dates 2024

First Payment Jan 1 – March 31 Due by April 18, 2024

Second Payment April 1 – May 31 Due by June 15, 2024

Third Payment June 1 – Aug 31 Due by Sep. 15, 2024

Fourth Payment Sept 1 – Dec 31 Due by Jan. 15, 2024

Secretary of State Deadline

Statements of Information with Secretary of State Six-month filing window that starts six months after the month of incorporation. (Example: If you incorporated in February, your filing period is the 1st day of Sept. through the last day of the following February.)  

EXAMPLE: California https://www.sos.ca.gov/business-programs/business-entities/statements  

** All dates are subject to change. It’s your responsibility to review dates and deadlines.  

The Most Important Deadlines to Remember in 2024 Guide

  

Get the PDF here: https://CandusKampfer.com/2024

Join the Free Workshop: https://CandusKampfer.com/workshop

______________________

Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

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  • The most efficient way to track your Income and Expenses.
  • How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling confident at your next tax appointment. I’m excited to see you on the workshop!

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