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Individual Tax Deadlines

Count on Xel to keep you informed about important individual tax deadlines. We provide essential dates and guidance to help you manage your personal tax obligations effectively and avoid any potential issues.

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Individual Filers – including employees, retirees, self-employed individuals, independent contractors, and gig workers 

  • January 16, 2024 – 4th Quarter 2023 estimated tax payment due. If you’re self-employed or have other income without any tax withholding, and you make quarterly estimated tax payments, this is the due date for your final quarterly payment for the 2023 tax year. 
  • April 15, 2024 – Tax day (unless extended due to local state holiday) / deadline to file individual tax extension; however payment is still due. The tax deadline typically falls on April 15 each year, but can be delayed if it falls on a weekend or holiday. Missing the tax deadline can have consequences like penalties and interest. 
  • April 15, 2024 – Deadline to File Form 4868 and request an extension. The tax day deadline is also the last day to file Form 4868 requesting an extension to file your individual income tax return. If you won’t be ready to file your tax return by tax day, make sure you instead complete an extension request, granting you the ability to delay filing a completed return until October 16, 2023. But remember, even if you choose to file an extension, you are still required to pay any taxes you may owe by the April deadline. 
  • April 15, 2024 – Deadline to make IRA and HSA contributions for 2023 tax year. For individual income tax return filers, this also marks the final day to make contributions to your IRA or HSA for the 2023 tax year. After this date, you generally can’t make contributions for the previous tax year. 
  • October 15, 2024 – Deadline to file your extended 2023 tax return. If you chose to file an extension request on your tax return, this is the due date for filing your tax return. 

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