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4thquarter 2021 estimated tax payment due, Saturday, January 15.

Martin Luther King, Jr. Day, Monday, January 17- US markets and T.D. Ameritrade are closed.

High Spending Day Alert-Super Bowl, Sunday, February 13. US Adults plan on spending an average of 74.55 U.S. dollars on Super Bowl Sunday.[1]

High Spending Day Alert- Valentine’s Day, Monday, February 14. On Valentine’s Day 2021, Americans spent roughly $27.9 billion on gifts, each gift averaging $187.[2]

Individual Exemptions Due, Tuesday, February 15. File a new Form W-4 to extend exemption another year.

Presidents’ Day, Monday, February 21- US markets and T.D. Ameritrade are closed.

Last Day for ROTH and IRA Contributions for 2021, Friday, April 15.

1st quarter 2022 estimated tax payment due, Friday, April 15.

Last day to claim a 529 Plan deduction in these six states: Georgia, Mississippi, Oklahoma, South Carolina, and Wisconsin, Friday, April 15.

Good Friday, Friday, April 15- US markets and T.D. Ameritrade are closed.

High Spending Day Alert- Easter, Sunday, April 17. Americans were expected to spend $21.6 billion on Easter in 2021, an average of $179.70 per person.[3]

Individual tax returns due for tax year 2021, Monday, April 18.

High Spending Day Alert- Mother’s Day, Sunday, May 8. The average shopper spent $220.48 on Mother’s Day gifts in 2021.[4]

Memorial Day, Monday, May 30- US markets and T.D. Ameritrade are closed.

2nd quarter 2022 estimated tax payment due, Wednesday, June 15.

2021 Individual filing date for U.S. Residents living and working abroad, Wednesday, June 15.

High Spending Day Alert- Father’s Day, Sunday, June 19. Americans planned to spend an average of $174 on Father’s Day in 2021.[5]

Juneteenth National Independence Day, Monday, June 20 (Juneteenth holiday observed) – US markets and T.D. Ameritrade are closed.

FAFSA Deadline for the 2022-2023 school year, Thursday, June 30.

Independence Day, Monday, July 4- US markets and T.D. Ameritrade are closed.

Labor Day, Monday, September 5- US markets and T.D. Ameritrade are closed.

3rd quarter 2022 estimated tax payment due, Thursday, September 15.

2021 tax extension deadline, Saturday, October 15.

Medicare Open Enrollment Period, 10/15/22-12/07/22.

High Spending Day Alert- Halloween, Monday, October 31. The average consumer planned to spend $102.74 on Halloween fun in 2021.[6]

Federal health insurance marketplace enrollment starts, Tuesday, November 1.

Thanksgiving Day, Thursday, November 24 & early on Friday, November 25 at 1 pm- US markets and T.D. Ameritrade are closed.

Christmas Day, Monday, December 26 (Christmas holiday observed) – US markets and T.D. Ameritrade are closed.

Last Day for 401(k)s, 403(b)s, 457 plans, Simple IRAs, and the federal government’s Thrift Savings Plan employee contributions for 2022, Saturday, January 31.

Last day to contribute to charity for a tax deduction in 2022, Saturday, January 31.

 

Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.

 

[1] https://www.statista.com/statistics/251064/super-bowl-sunday-average-consumer-spending/

[2] https://www.credit.com/blog/valentines-day-spending-2021/

[3] https://www.yahoo.com/now/much-money-easter-brings-173624235.html

[4] https://www.cnbc.com/2021/05/08/mothers-day-2021-consumers-will-be-spending-more-on-mom.html

[5] https://www.yahoo.com/now/much-americans-plan-spend-father-110043468.html

[6] https://www.usatoday.com/story/money/shopping/2021/09/22/halloween-costumes-2021-candy-decorations-spending-record/5816767001//

 

Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. This material has been prepared for informational purposes. Tax Deadlines are subject to change for the latest tax information refer to IRS.gov.