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Your member dashboard for key dates, files, tax resources, account actions, and learning materials.

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Important Dates

This is only a guide. Be sure to ask your professionals for advice, consult with your tax professional regarding your distributions, and form a plan ahead of time.

January 31

545 forms due for any withholding paid for a distribution. Withholdings have scheduled due dates for distributions.

March 15

Elective deferral contributions due for individuals, LLCs, and partnerships.

March 15

Elective deferral contributions due for individuals, LLCs, and partnerships.

April 15

Contributions for profit sharing due unless extension filed.

July 31

Form 5500 for prior year business due unless extended.

September 15

Profit sharing due for S Corp / C Corp with extension.

October 15

Profit sharing due for individuals and pass through LLCs with extension.

December 15

Contributions due for elective deferral portion of Corp / S Corp, C Corp and LLC with S Election.

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