Skip to content
  • There are no suggestions because the search field is empty.

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
1099-C
1098
1098-VLI
1099-MISC
1099-K
1099-INT
1099-DIV
1099-R
W-2G
FMV (RMD) Statement

Recipient Copy Delivery

February 1, 2027

March 3, 2027

1099-NEC

Recipient Copy Delivery

& IRS Filing

February 1, 2027

N/A

1099-DA
1099-B

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
1099-C
1098
1098-VLI
1099-MISC
1099-K
1099-INT
1099-DIV
1099-R
W-2G
FMV (RMD) Statement

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