Important Tax Dates and Filing Information for 2025
The 2025 tax filing season will begin on Monday, January 27, 2025. In order to help you prepare for tax season, we have a few reminders and tips to help streamline processes.
Verify and Update Identification Numbers
Prior to sending your tax information to us, please be certain to verify and update the following information:
- Identity Protection Personal Identification Number (IP PIN) for the 2025 tax season. Your IP PIN is valid only for federal income tax returns and this number changes annually.
- Social Security number (for you and family members)
- Individual Taxpayer Identification Numbers
- Adoption Taxpayer Identification Numbers
- Direct Deposit information
Income Records
If you have multiple sources of income, make certain you have the correct records and forms documenting the income earned in 2024 including:
- W-2
- 1099
- K-1
You may receive income forms for dividends, interest, retirement plans, pension plan distributions, certain disability benefits, income earned from gig employment, freelance work, royalties, digital assets, debt cancellation, or unemployment compensation.
Deadlines for Business Returns
If you are a member of a partnership or a shareholder in an S corporation, the deadline for filing these business returns is Monday, March 17th.
Calendar-year C corporation tax returns are due April 15th.
Deadline for Individual Returns
Tuesday, April 15, 2025, is the federal deadline for individual returns.
Estimated Payments for Individuals
The first quarter estimated tax payment for Individuals is due April 15th. See below for all 2025 estimated tax payment dates.
| Quarterly Estimated Tax Payment | Due Date |
| First quarter | April 15, 2025 |
| Second quarter | June 16, 2025 |
| Third quarter | September 15, 2025 |
| Fourth quarter | January 15, 2026 |
Where’s My Refund?
The IRS updates their information each day on the Where’s My Refund tool. To check the status of your refund, click here. You will need your SSN or ITIN shown on your tax return to access this information.
Should you have questions on this or other matters affecting you or your business, please call 215.675.8364 or email us to speak with a CPA.
DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update and other related communications are intended to provide general information, as of the date of this communication and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. As legislative efforts are still ongoing, we expect that there may be additional guidance and clarification from regulators that may modify some of the provisions in this communication. Some of those modifications may be significant. As such, be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.
