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Deadlines Extended: IRA and HSA Contributions and File Forms 1040

contributions deadline extended

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The IRS has issued a notice which extends tax deadlines for filing Form 1040 series returns and other deadlines to May 17, 2021. The deadlines were extended due to the pandemic. Employers that file tax returns on forms outside of the Form 1040 series aren’t eligible for this extension. Here are some important dates to know:

 

April 15, 2021

Original due date for Form 1040 series returns. Current deadline for estimated tax payments.

 

May 17, 2021

Extended deadline for Form 1040 series returns, 2020 individual retirement arrangements (IRAs and Roth IRAs) and other account contributions including health savings accounts (HSAs), Archer medical savings accounts, and Coverdell education savings accounts, reporting and payment of an additional tax related to 2020 IRA distributions, and 2017 refund claims.

 

June 30, 2021

Extended deadline for filing and furnishing Form 5498 series.

 

Download the bulletin for more details.

Download the 2021 IRS Contribution Limits Info Sheet

This blog is intended to be a compilation of information and resources pulled from federal, state, and local agencies. This is not intended to be legal advice. For up to the minute information and guidance on COVID-19, please follow the guidelines of the Centers for Disease Control and Prevention (CDC) and your local health organizations.

National Insurance Services is not a law firm and no opinion, suggestion, or recommendation of the firm or its employees shall constitute legal advice. Readers are advised to consult with their own attorney for a determination of their legal rights, responsibilities and liabilities, including the interpretation of any statute or regulation, or its application to the readers’ business activities.

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Caitlin Herdeman

Caitlin Herdeman

Caitlin Herdeman is a go-getter. Her leadership and out going personality always make her clients feel at ease when addressing a potential issue or finding an affordable solution. She has previously worked as both an Underwriting Assistant and Client Relations Representative at National Insurance Services. As a Retirement Income Account Representative, Caitlin specializes in 403(b) Special Pay Plans (SPP) and Health Reimbursement Arrangements (HRAs). She brings her extensive knowledge of policy and plan design detail directly to the customer. Caitlin is a licensed Life and Disability Insurance agent and a Registered Securities Representative with her Series 6 and 63 licenses.