2025 Federal Tax Filing Deadlines and Key Details

The deadline for filing personal federal income tax returns in 2025 is April 15, 2025. If April 15 falls on a weekend or federal holiday (which it doesn’t in 2025), the deadline would shift to the next business day. For self-employed individuals, quarterly estimated tax payments are required to comply with the U.S. pay-as-you-go tax system. Below are the important deadlines to keep in mind:

• April 15, 2025: Deadline for individual federal income tax returns, payments, and the first quarterly estimated tax payment (Q1).
• June 17, 2025: Deadline for the second quarterly estimated tax payment (Q2).
• September 16, 2025: Deadline for the third quarterly estimated tax payment (Q3).
• October 15, 2025: Extended deadline for filing individual income tax returns if an extension is requested.
• January 15, 2026: Deadline for the fourth quarterly estimated tax payment (Q4).

The IRS may grant extensions for residents affected by federally declared disasters, such as hurricanes or wildfires. Always check the IRS website for updates on deadline changes.

Tax Preparation Options: H&R Block Tax Software

When it comes to filing your taxes, choosing the right tool can make the process much smoother. H&R Block Tax Software is a highly rated option, earning an Insider’s Rating of 4.5/5. Its popularity stems from its user-friendly interface, seamless data entry, and step-by-step guidance. Here’s what makes H&R Block stand out:

Pros:

• Seamless Data Entry: Upload tax documents (PDF or photos) for quick and accurate input.
• Modern Interface: The software is easy to navigate, even for first-time users.
• Clear Instructions: Helpful guidance ensures you’re on the right track throughout the process.
• No Upselling: Unlike some competitors, H&R Block focuses on your needs without pushing unnecessary upgrades.
• Flexibility: Save your progress and return later, or access in-person or virtual support from tax professionals in all 50 states.

Cons:

• Cost: While some plans are free, the $0 option does not include itemized deductions or on-demand support.

For those who qualify, H&R Block also offers free filing options for federal and state returns, especially for taxpayers with an adjusted gross income (AGI) of $79,000 or less.

State Tax Deadlines for 2025

While the federal tax deadline is April 15, 2025, state tax deadlines can vary. Most states align with the federal deadline, but some provide an additional month for filing and paying state taxes. For example, some states may extend their deadline to May 15 or later.

To ensure accuracy, always check your state’s department of revenue website for specific deadlines and updates. Additionally, the American Institute of Certified Public Accountants (AICPA) provides resources for business owners regarding state tax deadlines.

Tax Extensions and Special Filing Deadlines

Filing a tax extension can provide much-needed relief for those who cannot meet the April 15 deadline. Here’s what you need to know:

• Federal Tax Extension: You can request an extension by April 15, 2025, which pushes your filing deadline to October 15, 2025. Note that an extension only delays the filing of your return, not the payment of taxes. Any taxes owed should still be paid or arranged via an IRS payment plan by April 15 to avoid penalties.

• Special Deadlines:
  • Self-Employed Individuals: Quarterly estimated tax payments are due on April 15, June 17, September 16, and January 15, 2026.
  • Partnerships and S Corporations: The deadline for filing is March 15, 2025.
  • C Corporations: The deadline is April 15, 2025.

If you miss the deadline, penalties may apply. A 5% penalty per month on unpaid taxes can add up quickly, so filing as soon as possible is crucial.

What You Need to File Your Taxes

Before you start the filing process, ensure you have all the necessary documents. Here’s a checklist:

• W-2s and 1099s: Employees receive W-2s, while gig workers and contractors receive 1099s. These forms should be mailed or available online by February 2025.
• Bank Statements: If you received interest, dividends, or sold securities, your bank will send a 1099 form.

If you don’t receive your W-2 or 1099 by the tax deadline, you can:

1. Contact your employer or payer to request a replacement.
2. Use Form 4852 as a substitute, estimating your wages and taxes withheld.
3. Contact the IRS at 1-800-829-1040 for further assistance.

Additionally, you’ll need your adjusted gross income (AGI) from the previous year to sign and file your return.

FAQs, Tax Refunds, and Fraud Prevention

When Will I Get My Tax Refund?

The IRS typically processes refunds within 21 days of e-filing. For the fastest turnaround, file electronically and opt for direct deposit. However, delays can occur if your return is flagged for errors or manual review. Use the IRS’s refund tracking tool, available 24 hours after e-filing, to monitor the status.

How Do I Prevent Tax Fraud?

Tax fraud is a growing concern, especially during tax season. Here’s how to protect yourself:

1. File Early: The sooner you file, the less chance a scammer has to file a fake return in your name.
2. Use an Identity Protection PIN (IP PIN): This adds an extra layer of security for your return.
3. Avoid Scams: Be wary of unsolicited calls or emails claiming to be from the IRS. The IRS communicates through mail, not phone calls or social media.

FAQs

• What if I miss the tax deadline? You may face a 5% penalty per month on unpaid taxes, and your refund will be delayed until you file.
• Can I get an extension? Yes, you can request an automatic extension by April 15, giving you until October 15 to file.

By staying organized, informed, and proactive, you can navigate the tax filing process with confidence. Remember to double-check deadlines, prepare necessary documents, and seek help if needed.