Important Tax Deadlines | American Funds

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Important Tax Deadlines

See below for important federal tax deadlines and tax form mailing dates. Speak with your financial professional if you have questions about transactions that may affect your taxes.
Deadlines for Account Transactions

December 30,

  • Traditional or Roth IRA conversions or transfers
  • Gifts to CollegeAmerica® plans for 2016
  • Gifts to individuals or charitable donations for 2016
  • Required minimum distributions (RMDs) from retirement accounts

Important: Transaction requests received after 4:00 p.m. Eastern time on December 30, 2016, will be processed on the next business day (January 3, 2017) and will be reported in tax year 2017.

March 15,

  • Federal tax filings and payments for S corporations and C corporations (with tax year-end of 12/31)

April 18,

  • Traditional and Roth IRA contributions for 2016
  • Education Savings Account contributions for 2016
  • Federal tax filings and payments for individuals, partnerships and sole proprietorships (with tax year-end of 12/31)

September 15,

  • Federal tax filings for S corporations, C corporations, and partnerships (with tax year-end of 12/31) that requested an extension with the IRS

October 16,

  • Federal tax filings for individuals and sole proprietorships who requested an extension with the IRS

Note: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial professional or visit the IRS website for information about tax relief.

Tax Form Mailing Dates

March 15, 2017

May 1, 2017

May 31, 2017

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.