It is hard to believe that 2023 is coming to a close! Please note
the following important due dates in the upcoming
year:
- January 16, 2024 - Quarter 4 (2023) estimated tax payment
- January 31, 2024 – 2023 W2, W3 & 1099 Misc & NEC
- March 15, 2024 - 2023 S-Corporation & Partnership Tax
Returns
- April 1, 2024 - RMD for individuals who turned 73 in 2023
- April 15, 2024 – 2023 Individual Federal & CA State Tax
Returns
- April 15, 2024 - 2023 HSA, IRA contribution due date
- April 15, 2024 - Quarter 1 (2024) estimated tax payment
Important contribution amounts for 2024:
- 401(k) – $23,000 with an additional catchup contribution of
$7,000 for individuals age 50 or older
- IRA – $7,000 with an additional catchup contribution of
$1,000 for individuals age 50 or older
- HSA – Self-only coverage $4,150, Family coverage $8,300 with
an additional catchup contribution of $1,000 for
individuals age 55 or more
Contact us to understand how we can help you optimize your tax
situation now and in the future.
