2026 Tax Related Deadlines
Below are some helpful dates to keep in mind for the 2026 tax season. Please note that this is NOT an all-inclusive list, and you should always consult with a tax-professional about your unique needs.
Individuals*
Includes Sole Proprietors / 1099 Contractors
April 15th
- General tax return filing and tax payment deadline
- General extension request deadline
- Traditional IRA and Roth IRA contribution deadline for 2025 tax year
- SEP IRA plan establishment and/or SEP IRA contribution deadline for 2025 (if no extension filed)
- SIMPLE IRA Employer Contribution deadline for 2025 (if no extension filed)
- Solo 401(k) establishment and/or Solo 401(k) Employer Contribution deadline for 2025 (if no extension filed)
- Health Savings Account (HSA) contribution deadline for 2025 tax year
October 1st
- General deadline to establish a SIMPLE IRA plan for 2026
October 15th
- Tax return filing deadline for extended 2025 tax returns
- SEP IRA plan establishment and/or SEP IRA contribution deadline for 2025 (extended tax returns)
- SIMPLE IRA Employer Contribution deadline for 2025 (extended tax returns)
- Solo 401(k) establishment and/or Solo 401(k) Employer Contribution deadline for 2025 (extended tax returns)
December 31st
- Roth IRA Conversion and In-Plan Conversion deadline for 2026
- Solo 401(k) Employee Contribution deadline for 2026
- Required Minimum Distributions due for individuals reaching age 74 or older in 2026
- Remember: Those turning 73 in 2026 have until April 1, 2027 to take their initial RMD.
* This is a compilation of some of the most commonly-encountered deadlines, not an exhaustive list of all tax-related deadlines. This list is inclusive of IRS deadlines, not those internally or of custodians.
Businesses*
Partnerships, C-Corporations, and S-Corporations (including LLCs taxed as each type)
April 15th
C-Corporations
- General tax return filing, tax payment, and extension request deadline
- SEP IRA plan establishment and/or SEP IRA contribution deadline for 2025 (if no extension filed)
- SIMPLE IRA Employer Contribution deadline for 2025 (if no extension filed)
- Solo 401(k) establishment and/or Solo 401(k) Employer Contribution deadline for 2025 (if no extension filed)
September 16th
Partnerships & S-Corporations
- Tax return filing deadline for extended 2025 tax returns
- SEP IRA plan establishment and/or SEP IRA contribution deadline for 2025 (extended tax returns)
- SIMPLE IRA Employer Contribution deadline for 2025 (extended tax returns)
- Solo 401(k) establishment and/or Solo 401(k) Employer Contribution deadline for 2025 (extended tax returns)
October 1st
- General deadline to establish a SIMPLE IRA plan for 2026
October 15th
C-Corporations
- Tax return filing deadline for extended 2025 tax returns
- SEP IRA plan establishment and/or SEP IRA contribution deadline for 2025 (extended tax returns)
- SIMPLE IRA Employer Contribution deadline for 2025 (extended tax returns)
- Solo 401(k) establishment and/or Solo 401(k) Employer Contribution deadline for 2025 (extended tax returns)
December 31st
- Solo 401(k) Employee Contribution deadline for 2026
* This is a compilation of some of the most commonly-encountered deadlines, not an exhaustive list of all tax-related deadlines. This list is inclusive of IRS deadlines, not those internally or of custodians.
Vicus Capital is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as offering or disseminating specific legal or accounting/tax advice.
For Use with the General Public. Financial Planning and Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor.
