Trader Tax Deadlines: 2023
Traders and active investors should take note of these key trader tax deadlines and other important dates in 2023. Plan now for how you’ll prepare 2022 reporting and take control of your trader taxes in the year ahead.
Use the TradeLog application to prepare ready-to-file Form 8949 and other trader tax reporting for 2022. TradeLog will generate IRS-required wash sale adjustments across all brokerage accounts, and between stocks and options.
Running out of time and wish someone could just use TradeLog for you? Contact our TradeLog Services about preparing your trader tax reporting.
January 17, 2023
- Pay final installment of 2022 estimated tax.
January 31, 2023
- End of wash sale window impacting 2022 trades. If a loss occurred as late as December 31, 2022, a replacement position within 30 days after the loss can trigger a wash sale deferral. Learn how to avoid wash sales.
February 15, 2023
- 1099-B to be furnished by brokers. Can I use my 1099-B?
March 15, 2023
- 2022 Filing deadline for S Corp (Form 1120S) and Partnerships (Form 1065); or file Form 7004 for automatic 6-month deadline extension. Learn about how and why to file an extension.
- Deadline for electing Section 475f Trader Tax Status for S Corp and Partnership entities.
April 18, 2023
- 2022 Filing deadline for Individuals (Form 1040), Estates and Trusts (Form 1041), and Corporations (Form 1120); or file Form 7004 for automatic 6-month deadline extension. Learn about how and why to file an extension.
- Deadline for electing Section 475f Trader Tax Status for Individuals.
- Pay first installment of 2023 estimated tax.
June 15, 2023
- Pay second installment of 2023 estimated tax.
September 15, 2023
- Extended 2022 filing deadline for S Corp (Form 1120S) and Partnerships (Form 1065) if a timely 6-month extension was requested.
- Pay third installment of 2023 estimated tax.
October 16, 2023
- Extended 2022 filing deadline for Individuals (Form 1040) and Corporations (Form 1120) if a timely 6-month extension was requested.
December 1, 2023
- Analyze wash sale effects on 2023 taxable results; take action to avoid harmful results before Jan 1. Learn about wash sales and how the affect traders.
January 16, 2024
- Pay final installment of 2024 estimated tax.
Please note: This information is provided only as a general guide and is not to be taken as official IRS instructions. Cogenta Computing, Inc. does not make investment recommendations nor provide financial, tax or legal advice. You are solely responsible for your investment and tax reporting decisions. Please consult your tax advisor or accountant to discuss your specific situation.