Rick Accounting Inc. — Tax season timeline (reference)
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January – early February
- Organizers and document requests may go out as prior-year forms arrive.
- Upload W-2s and early 1099s as soon as you receive them.

Mid February – March
- Most investment and mortgage tax forms (1099-B, 1099-DIV, 1098, etc.) arrive.
- Schedule a review meeting if you have brokerage activity or multi-state items.

April (federal due date window)
- Finalize missing items at least one week before the filing deadline when possible.
- Extensions: filing an extension extends time to file, not necessarily time to pay tax due.
- Confirm e-file authorization and any state-specific steps with your preparer.

After April
- Amended returns only when correcting material errors or late-received forms.
- Estimated tax planning for the current year if self-employed or with uneven income.

This timeline is general information, not personal tax advice. Your preparer will confirm dates that apply to you.