US Tax Season Timeline
See below for the tax season timeline for the US forms supported by Taxbit.
Physical mail must be approved in the Dashboard a minimum of 5 business days prior to the deadline to ensure postmark by the deadline (e.g., approve on a Friday, to be postmarked by the following Friday). Please see the following guide for additional information: Physical Mailing in the Dashboard
Filing must be approved a minimum of 3 business days prior to the deadline to ensure timely filing. For filings that are approved within 3 days, every effort will be made to ensure they are submitted on time, however, there is no guarantee. Please see the following guide for additional information: How to Approve Forms for Filing
Please note:
- All forms can still be generated, mailed, and/or filed after these deadlines.
- An extension may be filed for additional time where indicated below.
Timeline
|
Form Type(s) |
Requirement |
Deadline |
Extended |
|
1099-A |
Recipient Copy Delivery |
February 1, 2027 |
March 3, 2027 |
| 1099-NEC |
Recipient Copy Delivery & IRS Filing |
February 1, 2027 |
N/A |
|
1099-DA |
Recipient Copy Delivery |
February 15, 2027 |
March 17, 2027 |
| 1042-S |
Recipient Copy Delivery & IRS Filing |
March 15, 2027 |
April 14, 2027 |
| 1042 |
IRS Filing |
March 15, 2027 |
Sept 14, 2027 |
|
1099-A |
IRS Filing |
March 31, 2027 |
April 30, 2027 |
| 5498 |
Recipient Copy Delivery |
May 31, 2027 |
June 30, 2027 |
| 5498 |
IRS Filing |
May 31, 2027 |
June 30, 2027 |