Tax resources

Prepare early. Keep good records. Ask better questions.

A practical starting point for tax appointments, document organization and year-round readiness. Requirements vary, so confirm what applies to your situation with a qualified professional.

01 / Preparing for your appointment

Bring the full financial picture.

Your exact document list depends on your return. Common categories include:

Prior-year federal and state returns
Government-issued identification
W-2, 1099, K-1 and other income forms
Business profit-and-loss and balance-sheet reports
Estimated-tax payment records

Retirement and Social Security forms
Mortgage, education and charitable records
Rental-property income and expenses
Basis records for investments or property sold
Dependent and childcare information

Do not email Social Security numbers, tax documents or other sensitive information unless Cove has provided an approved secure method.

02 / 2026 key due dates

Build the deadline view you need.

Select Federal, any state, or any combination of jurisdictions. The table shows curated key dates and links directly to official sources. Filing frequency, fiscal years and relief can change what applies.

January

Date	Jurisdiction	Deadline	Source
Jan 15, 2026	Federal	Q4 2025 estimated income tax payment due	IRS website for Q4 2025 estimated income tax payment due, opens in a new tab
Jan 20, 2026	Florida	December 2025 monthly sales and use tax return due	Florida DOR website for December 2025 monthly sales and use tax return due, opens in a new tab
Jan 20, 2026	South Dakota	December 2025 sales and use tax return due for monthly electronic filers	South Dakota Department of Revenue website for December 2025 sales and use tax return due for monthly electronic filers, opens in a new tab

February

Date	Jurisdiction	Deadline	Source
Feb 2, 2026	Federal	Forms W-2 and 1099-NEC due to recipients and the government	IRS website for Forms W-2 and 1099-NEC due to recipients and the government, opens in a new tab
Feb 2, 2026	Federal	Fourth quarter 2025 Forms 941 and 720 due	IRS website for Fourth quarter 2025 Forms 941 and 720 due, opens in a new tab
Feb 2, 2026	Wyoming	2025 annual sales and use tax return due for annual filers	Wyoming Department of Revenue website for 2025 annual sales and use tax return due for annual filers, opens in a new tab

March

Date	Jurisdiction	Deadline	Source
Mar 16, 2026	Federal	Calendar-year partnership and S corporation returns due	IRS website for Calendar-year partnership and S corporation returns due, opens in a new tab
Mar 16, 2026	New Hampshire	Calendar-year partnership business profits tax return due	New Hampshire DRA website for Calendar-year partnership business profits tax return due, opens in a new tab

April

May

Date	Jurisdiction	Deadline	Source
May 1, 2026	Florida	Calendar-year Florida corporate income tax return due	Florida DOR website for Calendar-year Florida corporate income tax return due, opens in a new tab
May 1, 2026	Montana	Postponed deadline for eligible Montana taxpayers affected by qualifying severe storms and flooding	IRS website for Postponed deadline for eligible Montana taxpayers affected by qualifying severe storms and flooding, opens in a new tab
May 1, 2026	Virginia	2025 individual income tax return and payment due for calendar-year filers	Virginia Tax website for 2025 individual income tax return and payment due for calendar-year filers, opens in a new tab
May 1, 2026	Washington	2025 capital gains excise tax return and payment due for taxpayers subject to the tax	Washington Department of Revenue website for 2025 capital gains excise tax return and payment due for taxpayers subject to the tax, opens in a new tab
May 15, 2026	Alaska	Calendar-year Alaska corporate income tax return due for most C corporations	Alaska Department of Revenue website for Calendar-year Alaska corporate income tax return due for most C corporations, opens in a new tab
May 15, 2026	Connecticut	Calendar-year corporation business tax return due	Connecticut DRS website for Calendar-year corporation business tax return due, opens in a new tab
May 15, 2026	Louisiana	2025 individual income tax return and payment due for calendar-year filers	Louisiana Department of Revenue website for 2025 individual income tax return and payment due for calendar-year filers, opens in a new tab
May 15, 2026	Texas	Annual Texas franchise tax report due for affected entities	Texas Comptroller of Public Accounts website for Annual Texas franchise tax report due for affected entities, opens in a new tab

June

Date	Jurisdiction	Deadline	Source
Jun 15, 2026	California	Q2 individual and corporate estimated tax payments due	California FTB website for Q2 individual and corporate estimated tax payments due, opens in a new tab
Jun 15, 2026	Connecticut	Q2 individual estimated income tax payment due	Connecticut DRS website for Q2 individual estimated income tax payment due, opens in a new tab
Jun 15, 2026	Federal	Q2 2026 estimated income tax payment due	IRS website for Q2 2026 estimated income tax payment due, opens in a new tab
Jun 15, 2026	Federal	Individual return due for qualifying U.S. taxpayers living abroad	IRS website for Individual return due for qualifying U.S. taxpayers living abroad, opens in a new tab
Jun 15, 2026	Georgia	Q2 individual and corporate estimated tax payments due	Georgia DOR website for Q2 individual and corporate estimated tax payments due, opens in a new tab
Jun 15, 2026	Massachusetts	Q2 individual estimated income tax payment due	Massachusetts DOR website for Q2 individual estimated income tax payment due, opens in a new tab
Jun 15, 2026	New Hampshire	Second business profits tax estimate due for calendar-year filers	New Hampshire DRA website for Second business profits tax estimate due for calendar-year filers, opens in a new tab
Jun 15, 2026	New Jersey	Q2 individual estimated income tax payment due	New Jersey Division of Taxation website for Q2 individual estimated income tax payment due, opens in a new tab
Jun 15, 2026	New York	Q2 individual estimated income tax payment due	New York Tax Department website for Q2 individual estimated income tax payment due, opens in a new tab

July

Date	Jurisdiction	Deadline	Source
Jul 20, 2026	Florida	June monthly and second-quarter sales and use tax returns due	Florida DOR website for June monthly and second-quarter sales and use tax returns due, opens in a new tab
Jul 31, 2026	Federal	Second quarter 2026 Forms 941 and 720 due	IRS website for Second quarter 2026 Forms 941 and 720 due, opens in a new tab
Jul 31, 2026	Federal	Calendar-year Form 5500 series return due	IRS website for Calendar-year Form 5500 series return due, opens in a new tab

August

Date	Jurisdiction	Deadline	Source
Aug 14, 2026	Nevada	Nevada Commerce Tax return due for businesses subject to the tax	Nevada Department of Taxation website for Nevada Commerce Tax return due for businesses subject to the tax, opens in a new tab

September

Date	Jurisdiction	Deadline	Source
Sep 15, 2026	California	Q3 individual and corporate estimated tax payments due	California FTB website for Q3 individual and corporate estimated tax payments due, opens in a new tab
Sep 15, 2026	Connecticut	Q3 individual estimated income tax payment due	Connecticut DRS website for Q3 individual estimated income tax payment due, opens in a new tab
Sep 15, 2026	Federal	Q3 2026 estimated income tax payment due	IRS website for Q3 2026 estimated income tax payment due, opens in a new tab
Sep 15, 2026	Federal	Extended calendar-year partnership and S corporation returns due	IRS website for Extended calendar-year partnership and S corporation returns due, opens in a new tab
Sep 15, 2026	Georgia	Q3 individual and corporate estimated tax payments due	Georgia DOR website for Q3 individual and corporate estimated tax payments due, opens in a new tab
Sep 15, 2026	Massachusetts	Q3 individual estimated income tax payment due	Massachusetts DOR website for Q3 individual estimated income tax payment due, opens in a new tab
Sep 15, 2026	New Hampshire	Third business profits tax estimate due for calendar-year filers	New Hampshire DRA website for Third business profits tax estimate due for calendar-year filers, opens in a new tab
Sep 15, 2026	New Jersey	Q3 individual estimated income tax payment due	New Jersey Division of Taxation website for Q3 individual estimated income tax payment due, opens in a new tab
Sep 15, 2026	New York	Q3 individual estimated income tax payment due	New York Tax Department website for Q3 individual estimated income tax payment due, opens in a new tab

October

Date	Jurisdiction	Deadline	Source
Oct 15, 2026	California	Extended individual income tax return due	California FTB website for Extended individual income tax return due, opens in a new tab
Oct 15, 2026	Federal	Extended individual income tax returns due	IRS website for Extended individual income tax returns due, opens in a new tab
Oct 15, 2026	Federal	Extended calendar-year C corporation returns due	IRS website for Extended calendar-year C corporation returns due, opens in a new tab
Oct 15, 2026	Georgia	Extended individual income tax return due	Georgia DOR website for Extended individual income tax return due, opens in a new tab
Oct 15, 2026	Massachusetts	Extended individual income tax return due	Massachusetts DOR website for Extended individual income tax return due, opens in a new tab
Oct 15, 2026	New Jersey	Extended individual income tax return due	New Jersey Division of Taxation website for Extended individual income tax return due, opens in a new tab
Oct 15, 2026	New York	Extended individual income tax return due	New York Tax Department website for Extended individual income tax return due, opens in a new tab
Oct 15, 2026	South Carolina	2025 South Carolina individual and corporate income tax returns due under the statewide automatic filing extension	South Carolina DOR website for 2025 South Carolina individual and corporate income tax returns due under the statewide automatic filing extension, opens in a new tab
Oct 20, 2026	Florida	September monthly and third-quarter sales and use tax returns due	Florida DOR website for September monthly and third-quarter sales and use tax returns due, opens in a new tab
Oct 20, 2026	Georgia	September monthly sales and use tax return due	Georgia DOR website for September monthly sales and use tax return due, opens in a new tab
Oct 20, 2026	New Jersey	Third-quarter sales and use tax return due for quarterly filers	New Jersey Division of Taxation website for Third-quarter sales and use tax return due for quarterly filers, opens in a new tab
Oct 30, 2026	Massachusetts	September monthly and third-quarter sales tax returns due for applicable filers	Massachusetts DOR website for September monthly and third-quarter sales tax returns due for applicable filers, opens in a new tab

November

Date	Jurisdiction	Deadline	Source
Nov 2, 2026	Federal	Third quarter 2026 Forms 941 and 720 due	IRS website for Third quarter 2026 Forms 941 and 720 due, opens in a new tab

December

Date	Jurisdiction	Deadline	Source
Dec 15, 2026	California	Fourth corporate estimated tax payment due	California FTB website for Fourth corporate estimated tax payment due, opens in a new tab
Dec 15, 2026	Federal	Q4 2026 corporate estimated income tax payment due	IRS website for Q4 2026 corporate estimated income tax payment due, opens in a new tab
Dec 15, 2026	Georgia	Fourth corporate estimated tax payment due	Georgia DOR website for Fourth corporate estimated tax payment due, opens in a new tab
Dec 21, 2026	New York	November monthly sales tax return due	New York Tax Department website for November monthly sales tax return due, opens in a new tab

Last reviewed Aug 19, 2026. Curated key dates are drawn from official IRS and state tax-agency sources. This is not a comprehensive filing calendar. Confirm every deadline before relying on it because due dates can change for disaster relief, holidays, elections, fiscal years, filing frequency, entity type, or other taxpayer-specific circumstances.

03 / Record retention

When in doubt, pause before discarding.

Federal and state retention rules vary by document, transaction and circumstance. Many federal tax records are commonly kept for at least three years, while property, basis, payroll, entity and fraud-related records can require longer periods.

Keep filed returns and proof of payment
Retain basis records while you own the asset
Keep payroll and entity records on their applicable schedules
Use encrypted storage and a secure backup
Shred expired records containing personal information

This summary is general information, not a retention schedule or legal opinion. Confirm requirements for your facts and jurisdiction.

04 / Official tax resources

Go directly to the source.

Cove serves clients in all 50 states. Start with federal resources, then search or filter the official state tax agencies without sorting through 50 cards at once.

FED

Federal tax information

Federal tax information, filing guidance and links to the appropriate government services.

Visit official resource

IRS

Internal Revenue Service

Federal forms, payment options, refund tools, account access and current filing guidance.

Visit official resource

All 50 states

Find your state tax agency.

Search by name or abbreviation, or browse by region. Confirm filing requirements and deadlines on the official agency website before relying on them.

Find a state tax agency

Showing 8 of 50 states.