Important Dates & Numbers

2023 Important Dates
- 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
- Income tax return (Form 1040) filing and payment deadline
- 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
- Form W-4 filing deadline for taxpayers who claimed an
- March 31st
- End of Medicare General Enrollment Period
- April 1st
- Required Beginning Date (in year after year age 72 was
reached) for RMDs* - Start of Q2
- Required Beginning Date (in year after year age 72 was
*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 15th
- Q2 estimated payment deadline
- June 30th
- • Deadline to file FAFSA for prior academic year
- July 1st
- Start of Q3
- September 15th –
- Q3 estimated payment deadline
- September 30th
- Determination date for identifying designated beneficiaries of retirement accounts
- 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
- Extended income tax return (Form 1040) and gift tax return
- November 1st
- Start of Open Enrollment Period for Health Insurance Marketplace
- 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
- • Health insurance marketplace deadline in order for
- 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
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.
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
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.
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
BBK Wealth Management Team

Brandon Gregg, Tyler Smith, Cody Lachner
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