Upcoming compliance deadlines:
4/1* Initial required minimum distribution for participants who attained age 70½ in 2016 (applies to qualified plans where the participant is at least a 5% owner and to IRA accounts)
4/15* Deadline for corrective distribution of 2016 excess deferral failures
4/18** Deadline for filing of 2016 individual tax returns and making contributions eligible for deductibility
5/15 Deadline for filing 2016 Form 990, “Return of Organization Exempt From Income Tax”
* These due dates fall on a Saturday. The IRS historically hasn’t extended due dates for required disclosures, contributions or distributions.
** This date reflects an extension of the normal deadline, which falls on a Saturday this year. In addition, Washington D.C. celebrates Emancipation Day on April 16, which will be observed on Monday, April 17, 2017. Therefore, Tax Day is Tuesday, April 18, 2017.