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Important Tax Deadlines
See below for important federal tax deadlines and tax form mailing dates. Speak with your financial professional if you have questions about transactions that may affect your taxes.
Deadlines for Account Transactions
December 31,
2019
- Traditional or Roth IRA conversions or transfers
- Gifts to CollegeAmerica® plans for 2019
- Gifts to individuals or charitable donations for 2019
- Required minimum distributions (RMDs) from retirement accounts
Important: Transaction requests received after 4:00 p.m. Eastern time on December 31, 2019, will be processed on the next business day (January 2, 2020) and will be reported for tax year 2020.
March 16,
2020
- Federal tax filings and payments for S corporations and partnerships (with tax year-end of 12/31)
April 15,
2020
- Traditional and Roth IRA contributions for 2019
- Education Savings Account contributions for 2019
- Federal tax filings and payments for individuals, C corporations and sole proprietorships (with tax year-end of 12/31)
September 15,
2020
- Federal tax filings for S corporations and partnerships that requested an extension with the IRS
October 15,
2020
- Federal tax filings for individuals, C corporations (with tax year-end of 12/31) and sole proprietorships who requested an extension with the IRS
Note: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial professional or visit the IRS website for information about tax relief.
Tax Form Mailing Dates
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.