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7 tax tasks to take care of by April 15

April 3, 2014

And so it has begun. The countdown to the annual tax filing deadline.

April 15 calendar pageThere are lots of tax moves to make in April. But for most of us, the focus is on April 15.

And it's not just the Internal Revenue Service forms you need to worry about.

There are seven tax considerations that face this mid-month cutoff. April 15 is the last day to:

  1. File your 2013 personal income tax return or an extension (Form 4868) that will push the deadline to Oct. 15.
  2. Pay any tax, or a close estimate, that you owe. That six-month extension is for the paperwork only, not the money Uncle Sam is due.
  3. Pay your first quarter of 2014 estimated taxes.
  4. Make a contribution for the 2013 tax year to your IRA, either Roth or traditional.
  5. Make a contribution for the 2013 tax year to your health savings account (HSA).
  6. File a 2010 tax year return to collect that year's refund you overlooked. If you don't do it this year, you'll never get your money.
  7. File a state tax return in most of the states that require them.

Don't put them off until the last minute. If several apply to your tax situation, you still have time to parcel them out over the days leading up to April 15.

April_tax_moves_160You'd think that would be enough, right? But there are some additional April tax actions you can take.

You'll find more in the April Tax Moves listed in the ol' blog's right column.

And hang tough! We're almost there.

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The More Tax Posts tab at the top of this page will take you to, well, more tax posts. You also can search below for a tax topic. 

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TO WRAP UP 2026

It’s over! With October’s extended filing deadline behind us, it is now time to focus on year-end moves to reduce your 2026 tax bill. 

You’ll find ways to do just that on the Tax Tips page (see the More Tax Posts drop-down menu at the top of the blog), as well as the separate tax tip pages for each month, notably October through December. If you’re on the Tax Tips page, you’ll find a monthly list at the end of this column. If you’re on another blog page, you can head straight to the October tips; at the bottom of that tips page you’ll find links to all the other 11 months’ collections of tax advice.

Not to spoil what you’ll find in that tax advice, but it does cover such things as tax deductions for charitable donations, investment moves that could reduce tax due, and ways to max out your tax-favored retirement savings. 

Finally, as the year winds down, things get hectic. There are lots of other things to occupy our time, like the much more fun upcoming holidays. But don’t lose sight of taxes, since timing is key. To be of use, most tax moves must be made by the end of the tax year. That’s Thursday, Dec. 31, which also is the last business day of the year. 

So that you don’t miss that final tax year deadline, also keep an eye on the countdown clock below. It will keep you on top of just how much time is left to make important, tax-saving moves. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)

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