---
title: 2021 Tax Filing Checklist
description: 2021 Tax Filing Checklist
image: https://blog.bakerave.com/hubfs/Your%20Tax%20Day%20Checklist.jpg
---

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# 2021 Tax Filing Checklist

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2021 Tax Filing: Due Dates & Reminders

With Tax Day soon approaching, here is a tax preparation checklist to ensure you complete all of your necessary items on time.

**April 18th Tax Deadlines**

**April 18, 2022**

- File 2021 Tax Return (Form 1040)
- File Form 4868 to Request 6-Month Income Tax Return Filing Extension
- File Schedule H (1040) and Pay Employment Taxes for Household Employees
- Estimated Tax Payment for 1st Quarter of 2022 (Form 1040-ES)
- Contribute to Individual Retirement Account (IRA) for 2021. Cannot be extended.
- Withdraw Excess IRA Contributions in 2021 to Avoid Penalty if Filing of Form 1040 was not Extended
- Contribute to Health Savings Account (HSA) for 2021
- Contribute to Solo 401(k) Plan or Simplified Employee Pension (SEP) Plan for 2021 by Self-Employed if Filing of Form 1040 was not extended. Contributions can be made after this date if the 1040 is extended
- File FBAR Accounts. Form 114. Can be extended
- Gift Tax Return. Form 709. Can be extended
- Charitable Remainder Trust. Form 5227. Can be extended

**Entity Due Dates and Extensions**

**April 18, 2022 - Can be extended**

- Single-Member LLCs. No separate entity return required – filed on owner’s 1040
- C-Corp. Form 1120
- Trusts with their own EIN. Form 1041
- Living Trusts (with the Settlor’s Social Security Number) usually no separate filing – income included on Settlor’s 1040

March 15, 2022 - Possible extensions

- Multi-Member LLCs. Default filing is as a Partnership, but other classifications may be elected.
- Partnership Returns. Form 1065
- S-Corp Returns. Form 1120(S)

For additional questions to help you prepare and review your options or make any necessary adjustments, please [contact BakerAvenue](https://www.bakerave.com/contact).

 

![Gerry O'Connell, Enrolled Agent, Tax Planning Partner](https://blog.bakerave.com/hubfs/gerry_oconnell_hs.jpeg)

#### Gerry O'Connell, Enrolled Agent, Tax Planning Partner

[Follow me on my website](https://bakerave.com/team/gerry-oconnell-enrolled-agent) [Follow me on LinkedIn](https://www.linkedin.com/in/gerald-o-connell-enrolled-agent-20628820/)

Gerry O'Connell is Tax Planning Partner and an Enrolled Agent (EA), the premier tax accreditation recognized by the IRS. Areas of special interest include estate planning strategies, retirement planning, real estate tax minimization and US reporting of assets held overseas.

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