2026 Tax Season Reminders + Deadlines
We continue to navigate the current administration’s radical changes in tax policy and business regulations, while firing many of the knowledgeable civil servants who do this work for us. Join us in sending some kind vibes to the good folks still at work at the IRS and other governmental organizations.
As always, after a very strong year for stocks around the globe, especially outside the US, we’re keeping a close eye on markets. We aim to help you move forward with confidence, clarity, and kindness.
Meanwhile, tax season runs on deadlines! To help you stay ahead, we’ve gathered a few important reminders and dates to remember:
March 15th: Send info to your accountant to file by April 15th.
All the docs: Given the complexity of returns due to recent legislative changes, many tax preparers request that you submit all necessary documents by March 15th or plan to file an extension.
Tax Filing & Extensions: If you just need more time, ask your preparer to file an extension until October 15th and calculate any tax you need to pay before April 15th.
1099 Forms – Custodians are rolling these out now through February 27th.
April 15th: Final Contribution Window for 2025
IRA & Roth IRA Contributions: If you’re eligible, go get that tax preferential compound growth!
HSA Contributions: If you have an HSA, remember to invest that cash and avoid spending it until retirement!
April 15th: Pay what you owe and make a plan to file
Pay any 2025 tax due: Interest rates are up on overdue taxes, so make sure you’ve paid by April 15th, even if you’re filing an extension.
Quarterly Estimated Tax Payments: If you pay estimated taxes, the 2026 Q1 payment is due on April 15th.
Pay ALL Your Taxes Online - due to understaffing, DOGE, and tech issues we recommend paying your federal, state, and local taxes online to ensure smoother processing - we don’t want checks getting lost on our watch! Ask your tax preparer to provide the best links to pay electronically.
Important NOW and Always: Charitable Giving & Donor-Advised Funds
We know many of you prioritize giving back, and while the deadline for most tax-deductible donations is December 31st, now is an especially important time to give. The current administration is actively defunding the social safety net through policy change and big tax cuts. The OBBBA tax legislation reduced federal revenue, which often means reduce state revenue, too. Many nonprofits and essential service organizations saw their funding radically cut in 2025 and face uncertain futures or closure.
If you have funds set aside in a donor-advised fund or have been thinking about making a charitable contribution, put those dollars to work now.
And if you’re taking RMDs, a Qualified Charitable Distribution (QCD) from your retirement account remains a tax-efficient way to give.
If you missed our latest market commentary, you can catch up on most recent updates here.
