When does tax season start?
The IRS usually opens tax season in the last week of January. That's the first day it accepts and processes 2026 returns. Many preparers, including me, can prepare your return before then and send it as soon as the IRS opens.
When are taxes due in 2027?
Your 2026 federal return is due Thursday, April 15, 2027. If you owe, payment is due the same day, even if you get an extension. Most states use the same date, but check yours.
When will I get my W-2 and 1099?
Employers and businesses have until Monday, February 1, 2027 to send them. That's one day later than usual because January 31 falls on a Sunday.
For 1099 workers, one change matters this year: for work done in 2026, a business only has to send a 1099-NEC if it paid you $2,000 or more (it used to be $600). If you earned less from a client, you may not get a form, but you still have to report that income. Keep your own records of every payment.
When is the earliest I can file?
You can file as soon as you have every form, and the IRS is accepting returns. Filing with a missing W-2 or 1099 is one of the most common reasons for delays and IRS letters, so wait until everything has arrived.
Why are some refunds held until mid-February?
By law, the IRS can't send refunds for returns claiming the Earned Income Tax Credit (EITC) or Additional Child Tax Credit before mid-February, even if you file early. This gives the IRS time to check for fraud. Read more about refund delays →
What if I need more time?
You can request an automatic six-month extension by April 15, 2027, which moves your filing deadline to October 15, 2027. An extension gives you more time to file, not more time to pay, so estimate and pay what you owe by April 15 to avoid penalties and interest.
These articles provide general information, not tax advice for your situation. Your return depends on your individual facts. Reach out to me directly if you have any questions or concerns.