July-December 2026 Tax Calendar
Stay ahead of important federal tax filing, deposit, and reporting deadlines for individuals, employers, corporations, partnerships, trusts, estates, and exempt organizations.
Organized month by month from July through December 2026 for quick reference.
Important dates for the second half of 2026
Use this calendar as a planning reference. Deadlines may vary depending on your specific tax situation, deposit schedule, extensions, and filing requirements.
July 2026
Individuals
Report June tip income of $20 or more to employers (Form 4070).
Employers
Deposit Social Security, Medicare and withheld income taxes for June if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for June if the monthly deposit rule applies.
Employers
Report Social Security and Medicare taxes and income tax withholding for second quarter 2026 (Form 941) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.
Employers
File a 2025 calendar-year retirement plan report (Form 5500 or Form 5500-EZ) or request an extension.
August 2026
Employers
Report Social Security and Medicare taxes and income tax withholding for second quarter 2026 (Form 941), if all associated taxes due were deposited on time and in full.
Individuals
Report July tip income of $20 or more to employers (Form 4070).
Employers
Deposit Social Security, Medicare and withheld income taxes for July if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for July if the monthly deposit rule applies.
September 2026
Individuals
Report August tip income of $20 or more to employers (Form 4070).
Individuals
Pay the third installment of 2026 estimated taxes (Form 1040-ES), if not paying income tax through withholding or not paying sufficient income tax through withholding.
Calendar-year corporations
Pay the third installment of 2026 estimated income taxes, completing Form 1120-W for the corporation’s records.
Calendar-year S corporations
File a 2025 income tax return (Form 1120-S) and provide each shareholder with a copy of Schedule K-1 (Form 1120S) or a substitute Schedule K-1 if an automatic six-month extension was filed. Pay any tax, interest and penalties due.
Calendar-year S corporations
Make contributions for 2025 to certain employer-sponsored retirement plans if an automatic six-month extension was filed.
Calendar-year partnerships
File a 2025 income tax return (Form 1065 or Form 1065-B) and provide each partner with a copy of Schedule K1 (Form 1065) or a substitute Schedule K1 if an automatic six-month extension was filed.
Employers
Deposit Social Security, Medicare and withheld income taxes for August if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for August if the monthly deposit rule applies.
Calendar-year trusts and estates
File a 2025 income tax return (Form 1041) if an automatic five-and-a-half-month extension was filed. Pay any tax, interest and penalties due.
October 2026
Individuals
Report September tip income of $20 or more to employers (Form 4070).
Calendar-year bankruptcy estates
File a 2025 income tax return (Form 1041) if an automatic six-month extension was filed. Pay any tax, interest and penalties due.
Individuals
File a 2025 income tax return (Form 1040 or Form 1040-SR) 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 and Puerto Rico). Pay any tax, interest and penalties due.
Individuals
Make contributions for 2025 to certain existing retirement plans or establish and contribute to a SEP for 2025 if an automatic six-month extension was filed.
Individuals
File a 2025 gift tax return (Form 709) and pay any tax, interest and penalties due if an automatic six-month extension was filed.
Calendar-year C corporations
File a 2025 income tax return (Form 1120) if an automatic six-month extension was filed. Pay any tax, interest and penalties due.
Calendar-year C corporations
Make contributions for 2025 to certain employer-sponsored retirement plans if an automatic six-month extension was filed.
Employers
Deposit Social Security, Medicare and withheld income taxes for September if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for September if the monthly deposit rule applies.
November 2026
Employers
Report Social Security and Medicare taxes and income tax withholding for third quarter 2026 (Form 941) and pay any tax due if all of the associated taxes due weren’t deposited on time and in full.
Employers
Report Social Security and Medicare taxes and income tax withholding for third quarter 2026 (Form 941) if all of the associated taxes due were deposited on time and in full.
Individuals
Report October tip income of $20 or more to employers (Form 4070).
Employers
Deposit Social Security, Medicare and withheld income taxes for October if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for October if the monthly deposit rule applies.
Calendar-year exempt organizations
File a 2025 information return (Form 990, Form 990-EZ or Form 990-PF) if a six-month extension was filed. Pay any tax, interest and penalties due.
December 2026
Individuals
Report November tip income of $20 or more to employers (Form 4070).
Calendar-year corporations
Pay the fourth installment of 2026 estimated income taxes, completing Form 1120-W for the corporation’s records.
Employers
Deposit Social Security, Medicare and withheld income taxes for November if the monthly deposit rule applies.
Employers
Deposit nonpayroll withheld income tax for November if the monthly deposit rule applies.
Need help staying ahead of tax deadlines?
Our Mesa CPA team can help you plan ahead, avoid missed deadlines, and stay organized throughout the year.