🍂 Fall Tax Prep Timeline: What to Know Before October Hits
🍂 Fall Tax Prep Timeline: What to Know Before October Hits
As the leaves begin to turn, so do the pages on your tax calendar. Fall isn’t just for pumpkin spice and cozy sweaters — it’s a critical window for tax planning, especially if you filed an extension or make quarterly payments.
Here’s what you need to know heading into October:
đź“… Key Dates to Watch
- September 16: Third-quarter estimated tax payments are due. This applies to freelancers, small business owners, and anyone with untaxed income.
- October 15: Final deadline to file your 2024 federal return if you requested an extension.
- November–December: Ideal time to review charitable contributions, retirement account funding, and year-end deductions.
đź§ľ What Documents Should You Gather?
- W-2s and 1099s
- Donation receipts
- Retirement contribution statements
- Business expense logs
🏙️ Oklahoma-Specific Tips
- Don’t forget to check for local credits, such as relocation expenses or school district levies.
- Property tax statements may offer deductions if paid before year-end.
đź’¬ Need Help?
Keens Tax Service offers:
- Extension filing support
- Estimated tax guidance
- Year-end planning sessions tailored to individuals and small businesses