Nstein Taxes
2026 Tax Year: Your 2027 Filing Season Guide
Prepare for the 2027 filing season with a 2026 document checklist, key federal filing dates, and verified tax resources.
Start with your records
Your 2026 return generally reports income and eligible expenses from 2026, even though you file it in 2027. Use the document checklist before your appointment.
Key federal dates
February 1, 2027
2026 W-2 filing and employee copies. Verified in IRS 2026 W-2 instructions.
March 15, 2027
Calendar-year partnership and S corporation returns. Calculated from the IRS third-month, 15th-day rule; check final 2027 calendar and any relief.
April 15, 2027
Most calendar-year individual federal returns and payments. Calculated from the IRS fourth-month, 15th-day rule; exceptions and disaster relief may apply.
When does e-filing open?
No verified IRS opening date for the 2027 filing season was found in this review. Do not rely on an assumed January date. Check the IRS announcement before scheduling filing.
Keep exceptions in view
Fiscal years, disaster relief, overseas situations, and state rules can change deadlines. An extension to file generally does not extend the time to pay. Confirm the deadline that applies to you.
Review the changes
Read the 2026 federal tax overview and New Jersey questions guide.