BanditAI
Jan 2023
- Oct
2026 - Nov
2026 - Dec
2026 - Jan
2027 - Feb
2027 - Mar
2027 - Apr
2027 - May
2027 - Jun
2027 - Jul
2027 - Aug
2027 - Sep
2027
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 709 | October 15, 2026 | If an extension was filed for the original deadline of April 15, 2026. |
| 990 Series | October 15, 2026 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | October 15, 2026 | Filed a 5558 extension for the plan year ended on Dec 31, 2025. |
| Form Type | IRS e-filing | Description |
|---|---|---|
| 941 Q3, 2026 | November 2, 2026 | The deadline is the last day of the month after the quarter ends. |
| 990 Series | November 15, 2026 |
Form 990-N cannot be extended. |
| 5500-SF | November 2, 2026 | Deadline to file a small employee benefit plan if the plan year ended on March 31, 2026. |
| 5500-EZ | November 2, 2026 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on March 31, 2026. |
| 5558 | November 2, 2026 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on March 31, 2026. |
| 5500-SF, EZ | November 16, 2026 | Filed a 5558 extension for the plan year ended on January 31, 2026. |
| 5500-SF | November 30, 2026 | Deadline to file a small employee benefit plan if the plan year ended on April 30, 2026. |
| 5500-EZ | November 30, 2026 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on April 30, 2026. |
| 5558 | November 30, 2026 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on April 30, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | December 15, 2026 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | December 15, 2026 | Filed a 5558 extension for the plan year ended on February 28, 2026. |
| 5500-SF | December 31, 2026 | Deadline to file a small employee benefit plan if the plan year ended on May 31, 2026. |
| 5500-EZ | December 31, 2026 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on May 31, 2026. |
| 5558 | December 31, 2026 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on May 31, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | January 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | January 15, 2027 | Filed a 5558 extension for the plan year ended on Mar 31, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 1099-NEC, W-2, W-2VI, W-2GU, W-2AS | February 1, 2027 |
The deadline is January 31 each year for both the IRS copy and the recipient copy, due on the same day. If January 31 falls on a weekend or holiday, the deadline moves to the next business day.
|
| 941 Q4, 2026 | February 1, 2027 | The deadline is January 31 each year for the IRS copy. If January 31 falls on a weekend or holiday, the deadline moves to the next business day. |
| 940, 943, 944, 945 | February 1, 2027 | The deadline is January 31 each year for the IRS copy. If January 31 falls on a weekend or holiday, the deadline moves to the next business day. |
| 480.7A | February 1, 2027 | Recipient copy is due February 1, 2027. |
| 5500-SF | February 1, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Jun 30, 2026. |
| 5500-EZ | February 1, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Jun 30, 2026. |
| 5558 | February 1, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Jun 30, 2026. |
| 5500-SF, EZ | February 16, 2027 | Filed a 5558 extension for the plan year ended on Apr 30, 2026. |
| 990 Series | February 16, 2027 |
Form 990-N cannot be extended. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
|
1099-MISC
(If no data in Box 8 or 10) |
March 31, 2027 |
|
|
1099-MISC
(With data in Box 8 or 10) |
March 31, 2027 |
|
| 1099-A, C, DIV, G, INT, K, PATR, OID, R, SA, Q, QA, CAP, LPS, LTC | March 31, 2027 |
|
| 1099-SB | March 31, 2027 |
If notice of a transfer to a foreign person is received after January 31, the recipient statement is due within 30 days of receiving the notice.
|
| 1098, 1098-T, 1098-E, 1098-F, 1098-VLI, 1098-Q | March 31, 2027 |
|
| 1098-C | March 31, 2027 |
|
| 1098-MA | – |
|
| 3921, 3922, W-2G | March 31, 2027 |
|
| 1099-B, DA, S, LS, 1097-BTC | March 31, 2027 |
|
| 1042, 1042-S | March 15, 2027 | Paper filing with the IRS is due March 1, 2027. |
| 1095-B, 1095-C | March 31, 2027 |
|
| 480.6A, 6B, 6D | March 1, 2027 |
|
| 5500-SF | March 1, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Jul 31, 2026. |
| 5500-EZ | March 1, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Jul 31, 2026. |
| 5558 | March 1, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Jul 31, 2026. |
| 5500-SF, EZ | March 15, 2027 | Filed a 5558 extension for the plan year ended on May 31, 2026. |
| 5500-SF | March 31, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Aug 31, 2026. |
| 5500-EZ | March 31, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Aug 31, 2026. |
| 5558 | March 31, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Aug 31, 2026. |
| 7004 | March 15, 2027 |
Extended deadline: September 15, 2027 The original filing deadline for Forms 1120, 1041, and other applicable forms is April 15, 2027. |
| 990 Series | March 15, 2027 |
Form 990-N cannot be extended. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 941 Q1, 2026 | April 30, 2027 | The deadline is the last day of the month after the quarter ends. |
| 709 | April 15, 2027 | Extended deadline: October 15, 2027 |
| 5500-SF, EZ | April 15, 2027 | Filed a 5558 extension for the plan year ended on Jun 30, 2026. |
| 5500-SF | April 30, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Sep 30, 2026. |
| 5500-EZ | April 30, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Sep 30, 2026. |
| 5558 | April 30, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Sep 30, 2026. |
| 4868 | April 15, 2027 |
Extended deadline: October 15, 2027 The original filing deadline for Form 1040-NR is June 15, 2027. |
| 8892 | April 15, 2027 | Extended deadline: October 15, 2027 |
| 990 Series | April 15, 2027 |
Form 990-N cannot be extended. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | May 17, 2027 |
Form 990-N cannot be extended. |
| 8868 | May 17, 2027 |
Extended deadline: November 15, 2027 The original filing deadline for Forms 990-T (sec. 401(a) or 408(a) trust) and 1041-A is April 15, 2027. |
| 5500-SF, EZ | May 17, 2027 | Filed a 5558 extension for the plan year ended on Jul 31, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 5498 | June 1, 2027 | Recipient copy is due February 1, 2027 for FMV, RMD, and SIMPLE IRA details; other contributions are due June 1, 2027. |
| 5498-SA | June 1, 2027 | Recipient copy is due June 1, 2027. |
| 5498-ESA | June 1, 2027 | Recipient copy is due April 30, 2027. |
| 5498-QA, 5498-TA | June 1, 2027 | Recipient copy is due March 15, 2027. |
| 5500-SF | June 1, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Oct 31, 2026. |
| 5500-EZ | June 1, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Oct 31, 2026. |
| 5558 | June 1, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Oct 31, 2026. |
| 5500-SF, EZ | June 15, 2027 | Filed a 5558 extension for the plan year ended on Aug 31, 2026. |
| 5500-SF | June 30, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Nov 30, 2026. |
| 5500-EZ | June 30, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Nov 30, 2026. |
| 5558 | June 30, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Nov 30, 2026. |
| 990 Series | June 15, 2027 |
Form 990-N cannot be extended. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | July 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | July 15, 2027 | Filed a 5558 extension for the plan year ended on Sep 30, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 941 Q2, 2026 | August 02, 2027 | The deadline is July 31 each year for the IRS copy. If July 31 falls on a weekend or holiday, the deadline moves to the next business day. |
| 990 Series | August 16, 2027 |
Form 990-N cannot be extended. |
| 5500-SF | August 2, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Dec 31, 2026. |
| 5500-EZ | August 2, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Dec 31, 2026. |
| 5558 | August 2, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Dec 31, 2026. |
| 5500-SF, EZ | August 16, 2027 | Filed a 5558 extension for the plan year ended on Oct 31, 2026. |
| 5500-SF | August 31, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Jan 31, 2027. |
| 5500-EZ | August 31, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Jan 31, 2027. |
| 5558 | August 31, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Jan 31, 2027. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | September 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | September 15, 2027 | Filed a 5558 extension for the plan year ended on Nov 30, 2026. |
| 5500-SF | September 30, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Feb 28, 2027. |
| 5500-EZ | September 30, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Feb 28, 2027. |
| 5558 | September 30, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Feb 28, 2027. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | October 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | October 15, 2027 | Filed a 5558 extension for the plan year ended on Dec 31, 2026. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 941 Q3, 2026 | November 1, 2027 | The deadline is the last day of the month after the quarter ends. |
| 990 Series | November 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF | November 1, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Mar 31, 2027. |
| 5500-EZ | November 1, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Mar 31, 2027. |
| 5558 | November 1, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Mar 31, 2027. |
| 5500-SF, EZ | November 15, 2027 | Filed a 5558 extension for the plan year ended on Jan 31, 2027. |
| 5500-SF | November 30, 2027 | Deadline to file a small employee benefit plan if the plan year ended on Apr 30, 2027. |
| 5500-EZ | November 30, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on Apr 30, 2027. |
| 5558 | November 30, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on Apr 30, 2027. |
| Form Type | E-filing Deadline | Description |
|---|---|---|
| 990 Series | December 15, 2027 |
Form 990-N cannot be extended. |
| 5500-SF, EZ | December 15, 2027 | Filed a 5558 extension for the plan year ended on Feb 28, 2027. |
| 5500-SF | December 31, 2027 | Deadline to file a small employee benefit plan if the plan year ended on May 31, 2027. |
| 5500-EZ | December 31, 2027 | Deadline to file a one-participant retirement plan or foreign plan if the plan year ended on May 31, 2027. |
| 5558 | December 31, 2027 | Deadline to request a one-time extension for Form 5500 series and Form 8955-SSA if the plan year ended on May 31, 2027. |
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Frequently asked questions
What is the deadline for filing Form 1099-NEC in 2027?
For the 2026 tax year, Form 1099-NEC is generally due to the IRS and recipients by February 1, 2027. The deadline for paper filing with the IRS is also February 1, 2027. Learn more
What is the deadline for filing Form W-2 in 2027?
For the 2026 tax year, Forms W-2 are generally due to employees and the Social Security Administration by February 1, 2027. Check the applicable requirements for your filing situation. Learn more
Can I extend the deadline for filing my tax forms?
Some tax forms are eligible for extensions, depending on the form and filing requirements. You must generally submit the appropriate extension request by the original deadline. An extension to file with the IRS does not necessarily extend the deadline for furnishing recipient copies.
Learn more about which extension form applies to each tax form.
When are Forms 5500-SF and 5500-EZ due?
The deadlines for Forms 5500-SF and 5500-EZ depend on the plan’s tax year-end. These forms are generally due by the last day of the seventh month following the end of the plan year. Eligible filers may request an extension using Form 5558.
What are the penalties for missing IRS filing deadlines?
For information returns due in 2026, the IRS may impose the following penalties for each return filed late or each recipient statement furnished late:
- $60 per return or statement: If corrected within 30 days after the due date.
- $130 per return or statement: If corrected more than 30 days late but by August 1.
- $340 per return or statement: If corrected after August 1 or not filed.
- $680 per return or statement: For intentional disregard of filing or furnishing requirements. No maximum penalty applies in these cases.
These penalties may apply separately to IRS filings and recipient statements. Annual maximums vary depending on the filer’s business size and the circumstances. Additional penalties may apply to other types of tax returns or failures.
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