Important Filing Dates for 2025

As the filing season begins, we would like to remind you about key tax filing dates for 2025. Keep apprised of these deadlines to stay compliant and meet all necessary requirements in a timely manner.

Individual, Fiduciary, & Gift Tax Return Deadlines

• Individual & Gift Tax Returns/Extensions: Due April 15, 2025
  April 15th, 2025, is the standard tax filing deadline for individual tax returns and gift tax returns. If you require additional time to prepare your return, an extension request must be submitted by this date. However, please keep in mind that an extension applies only to the filing of your return and any outstanding tax liabilities (federal or state) are still due by April 15. To avoid potential penalties and interest, you must estimate your 2024 tax liability and pay any tax liabilities due by April 15, 2025.
• Extended Returns: Due October 15, 2025
  For clients who request an extension in April, the final deadline for filing your individual tax return or gift tax return is October 15.
• Fiduciary Returns: Due April 15, 2025/Extended returns due September 30, 2025
  Fiduciary income tax returns are also due on April 15, 2025. As is the case for individual filings, you may file an extension to request additional time to prepare your fiduciary tax returns. However, to avoid paying penalties and interest, you must estimate your 2024 fiduciary tax liability and pay any liabilities due by April 15, 2025. The final extended due date to file your fiduciary tax return is September 30, 2025.

Realize CPA Document Submission Deadline

• Document Deadline: March 17, 2025
  To help ensure that we can file your return by the April 15th deadline, please submit most of your tax documents to us by March 17. Tax organizers and/or requests for the necessary documents have been sent by the respective partner or manager on your account. We also encourage you to review the online questionnaire sent last month, as it covers key tax topics that could be important for your planning. If you have not received anything, please let us know.

If we do not receive all necessary and available materials by March 17, an extension may be required. If you anticipate any delays or need assistance, please do not hesitate to reach out.

Estimated Tax Payment Deadlines

As your financial situation evolves, you may need to make quarterly estimated tax payments based on your income and other taxable events that take place throughout the year. Please keep us informed of any significant changes to help maintain accurate calculations and avoid surprises.

For individuals and trusts subject to estimated tax payments, please note the following key deadlines for the 2025 tax year:

Entity Tax Filing Deadlines

Downloadable Calendar

For your convenience, we have provided a downloadable calendar of these important due dates. You can access the calendar here.

Should you have any questions, please do not hesitate to contact your dedicated team at Realize. We are here to help you meet your filing requirements on time.