Important Dates & Numbers

2023 Important Dates

January

January 1st
- Start of the tax year (calendar) and Q1
- Start of General Enrollment Period for Medicare Part A
  and Part B
- Start of Open Enrollment Period for Medicare Advantage
January 15th
- Q4 estimated payment deadline for prior year
January 31st
- Income tax return (Form 1040) filing and payment deadline
  to avoid late penalty for Q4 estimate, if it was not timely
  paid

February

February 15th
- Form W-4 filing deadline for taxpayers who claimed an
  exemption from income tax withholding for the prior year
  to continue their exemption in the current year

March

March 31st
- End of Medicare General Enrollment Period

April

April 1st
- Required Beginning Date (in year after year age 72 was
  reached) for RMDs*
- Start of Q2

*SECURE act 2.0 may adjust the beginning date

April 15th
- Income tax return (Form 1040) filing and payment deadline
- Gift tax return (Form 709) filing and payment deadline
- Request for automatic six-month extension (Form 4868)
  filing deadline to extend filing Form 1040 and 709
- Q1 estimated payment deadline
- Deadline to contribute to an IRA or HSA for prior tax year

June

June 15th
- Q2 estimated payment deadline
June 30th
- • Deadline to file FAFSA for prior academic year

July

July 1st
- Start of Q3

September

September 15th –
- Q3 estimated payment deadline
September 30th
- Determination date for identifying designated beneficiaries of retirement accounts

October

October 1st
- Start of Q4
- First day to file FAFSA for upcoming academic year
October 15th
- Extended income tax return (Form 1040) and gift tax return
  (Form 709) filing deadline
- Start of Open Enrollment Period for existing Medicare
  enrollees

November

November 1st
- Start of Open Enrollment Period for Health Insurance Marketplace

December

December 7th
- End of Open Enrollment Period for existing Medicare enrollees
December 15th
- • Health insurance marketplace deadline in order for
  coverage to begin on January 1st of the following year
December 31st
- Deadline for satisfying RMDs for current year
- Deadline for dividing retirement accounts with multiple
  beneficiaries in order to use separate accounting
- Deadline for completing gifts for tax year
- End of tax year (calendar)

Important #'s - Downloadable

2023

There are lots of important numbers to keep in mind. In some cases, those numbers are annual limits that change each year.

Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference.

Download resource here

It includes:

Tax rates for MFJ, Single, and Estates/Trusts
AMT annual limits
LTCG rates for MFJ, Single, and Estates/Trusts
Standard deductions for MFJ and Single
Social Security annual limits (including earning limits)
Full Retirement Age chart
Social Security taxation summary for MFJ and Single
IRMAA surcharges
Retirement plan annual limits
Traditional and Roth IRA annual limits
Education tax credits
Uniform Lifetime Table (abbreviated version)
Single Lifetime Table (abbreviated version)
Estate and gift tax annual limits
HSA annual limits

2022

There are lots of important numbers to keep in mind. In some cases, those numbers are annual limits that change each year.

Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference.

Download resource here

It includes: