Resources
Dates and documents.
01
Key deadlines
2026 – 2027| Date | What's due | Applies to |
|---|---|---|
| Oct 15, 2026 | Extended individual returns (Form 1040) due | Anyone who filed an extension |
| Jan 15, 2027 | Q4 estimated tax payment | Self-employed, 1099 workers |
| Jan 31, 2027 | W-2s and 1099-NECs delivered to workers | Employers |
| Mar 15, 2027 | Partnership and S-corp returns (1065, 1120-S) | LLCs, partnerships, S-corps |
| Apr 15, 2027 | Individual returns and Q1 estimates | Everyone |
Dates can shift when they fall on a weekend or holiday, or when the IRS grants disaster relief. Confirm with us or on irs.gov.
02
What to gather
Bring what appliesEveryone
- Photo ID and Social Security card or ITIN letter
- Same for your spouse and dependents
- Last year's tax return
- Bank account and routing number for direct deposit
- Any IRS or state letters you've received
Income
- W-2s from every employer
- 1099-NEC, 1099-K, 1099-MISC
- 1099-INT, 1099-DIV, 1099-B
- Rental income and expense records
- Unemployment, Social Security, retirement (1099-G, SSA-1099, 1099-R)
Deductions & credits
- Childcare provider name, address and tax ID
- Tuition statements (1098-T) and student loan interest
- Mortgage interest and property tax (1098)
- Health coverage forms (1095-A)
- Business mileage, home office and expense totals
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