Looking for the US tax deadlines for the 2023 tax season (filed in 2024)? 

Look no further, we’ve got a full overview of the tax deadlines for the upcoming year.

When do US taxes need to be filed from New Zealand?

Monday 17th June 2024. Taxpayers living overseas are entitled to a two month automatic extension of time to file, from 15th April 2024, to 15th June. You must file your US tax return by this date, or alternatively obtain an extension of time to file. At The US Tax Team, we file all extensions for our clients on a complimentary basis.

Looking for a more detailed overview of the filing deadlines?

• 16th January 2024 - 4th quarter 2023 estimated tax payment due. If you’re required to pay estimated tax (your tax professional will advise you of this), the final payment for 2023 must be made by 16th January 2024.

• 15th March 2024 – Trust Filing Deadline or request an extension – Form 3520-A – If you are a grantor (owner) of a New Zealand trust, or any other foreign trust, Form 3520-A must be filed by 15th March 2024. It is very important that this deadline is met, as the penalties for late trust filing are severe and punitive. If you cannot meet this date, an extension of time to 15th September 2024 can be filed using Form 7004.

• 15th April 2024 - Tax Payment Deadline – Whilst the tax filing deadline for US citizens overseas is 15th June 2024, you must pay all tax by 15th April. For US citizens who will be present in the territory of the USA on 15th April 2024, this is also your tax filing deadline. If you cannot meet this date, an extension of time to 15th October 2024 can be filed.

• 15th April 2024 – FBAR Filing Deadline – Automatic extension of time is granted until 15th October 2024

• 15th April 2024 - First quarter 2024 estimated tax payment due. If you’re required to pay estimated tax (your tax professional will advise you of this), the first payment for the 2024 year must be made by 15th April 2024.

• 17th June 2024 – Tax Return or Extension Filing Deadline for US citizens overseas – You must have either filed your tax return by this date, or obtained an extension of time using Form 4868​

• 17th June 2024 - Second quarter 2024 estimated tax payment due. If you’re required to pay estimated tax (your tax professional will advise you of this), the second payment for the 2024 year must be made by 17th June 2024.

• 16th September 2024 – Trust Filing deadline – Form 3520-A – If you filed an extension of time to file your trust return, using Form 7004, this is your final deadline of the year.

• 16th September 2024 - Third quarter 2024 estimated tax payment due. If you’re required to pay estimated tax (your tax professional will advise you of this), the third payment for the 2024 year must be made by 16th September 2024.

• 15th October 2024 - Deadline to file your extended 2023 tax return. If you filed an extension of time to file your tax return, using Form 4868, this is your deadline..

• 15th October 2024 – Final deadline to request discretionary extension of time to file your 2023 tax return. You may write to the IRS to request an extension of time to file your tax return, until 15th  December 2023​

• 15th October 2024 – Final FBAR Deadline

• 15th December 2024 – Final tax return deadline for those who obtained a discretionary extension of time

• January 15, 2025 - Fourth quarter 2024 estimated tax payment due. If you’re required to pay estimated tax (your tax professional will advise you of this), the fourth payment for the 2024 year must be made by 15th January 2025.