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, 2020

  • Traditional or Roth IRA conversions or transfers

  • Gifts to CollegeAmerica® plans for 2020

  • Gifts to individuals or charitable donations for 2020

  • Required minimum distributions (RMDs) from retirement accounts

Important: Transaction requests received after the close of the New York Stock Exchange (NYSE) on December 31, 2020, will be processed on the next business day (January 2, 2021) and will be reported for tax year 2021.

March 15, 2021

  • Federal tax filings and payments for S corporations and partnerships (with tax year-end of 12/31)

April 15, 2021

  • Traditional and Roth IRA contributions for 2020

  • Education Savings Account contributions for 2020

  • Federal tax filings and payments for individuals, C corporations and sole proprietorships (with tax year-end of 12/31)

September 15, 2021

  • Federal tax filings for S corporations and partnerships that requested an extension with the IRS

October 15, 2021

  • 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




February 1, 2021

March 15, 2021

April 30, 2021

June 1, 2021

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