Individual Tax Deadlines 2025

HTB strives to prepare our clients for deadlines and important dates regarding tax filing and other financial deadlines. As always, please reach out to your HTB professional regarding your specific accounts or to learn more about the services we can provide to you and/or your business.

January 31

  • Individuals: Filing a 2024 income tax return (Form 1040 or Form 1040-SR) and paying tax due, to avoid penalties for underpaying the January 16 installment of estimated taxes.

February 15

  • Individuals: Filing a new Form W-4 to continue exemption for another year, if you claimed exemption from federal income tax withholding in 2024.

April 15

  • Individuals: Filing a 2024 income tax return (Form 1040 or Form 1040-SR) or filing for an automatic six-month extension (Form 4868) and paying any tax due. (See June 15 for an exception for certain taxpayers.)
  • Individuals: Paying the first installment of 2025 estimated taxes, if not paying income tax through withholding (Form 1040-ES).
  • Individuals: Making 2024 contributions to a traditional IRA or Roth IRA (even if a 2024 income tax return extension is filed).
  • Individuals: Making 2024 contributions to a SEP or certain other retirement plans (unless a 2024 income tax return extension is filed).
  • Individuals: Filing a 2024 gift tax return (Form 709) or filing for an automatic six-month extension (Form 8892) and paying any gift tax due. Filing for an automatic six-month extension (Form 4868) to extend both Form 1040 and, if no gift tax is due, Form 709.

June 16

  • Individuals: Filing a 2024 individual income tax return (Form 1040 or Form 1040-SR) or filing for a four-month extension (Form 4868), and paying any tax and interest due, if you live outside the United States.
  • Individuals: Paying the second installment of 2025 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

September 15

  • Individuals: Paying the third installment of 2025 estimated taxes, if not paying income tax through withholding (Form 1040-ES).

October 15

  • Individuals: Filing a 2024 income tax return (Form 1040 or Form 1040-SR) and paying any tax, interest and penalties due, if an automatic six-month extension was filed (or if an automatic four-month extension was filed by a taxpayer living outside the United States).
  • Individuals: Making contributions for 2024 to certain existing retirement plans or establishing and contributing to a SEP for 2024, if an automatic six-month extension was filed.
  • Individuals: Filing a 2024 gift tax return (Form 709) and paying any tax, interest and penalties due, if an automatic six-month extension was filed.

Contact your HTB professional regarding  your specific accounts or to learn more about the services we can provide to you and/or your business.