Deadlines for this tax season have changed in response to the COVID-19 Coronavirus. Dates below are current to the best of our understanding as of March 28, 2020. We will attempt to keep this updated if there are further significant changes. See also our latest newsletter, available from the Login page, and our new COVID-19 page.
| If you… | OTS wants your documentation by… | IRS Filing Deadline |
| Live in the US | March 1 (10% discount) |
July 15, 2020 |
| Live overseas | March 1 recommended (10% discount) | July 15, 2020 |
| Need to file an FBAR to report foreign accounts | With the rest of your tax documentation | April 15, but with an automatic extension to October 15. |
| Live overseas | Early May (10% discount if file complete by March 1; extensions likely after June 20) |
July 15 |
| Need more time | Notify OTS as early as possible | October 15 (maybe later if first year overseas) Extension must be filed by July 15. |
Notes
- Once you have uploaded your questionnaire and all documentation, you MUST email us to let us know you are ready! We won’t know unless you tell us.
- If your file isn’t complete by June 20, we will most likely need to put you on an extension and prepare the return after the summer.
- We do charge rush fees if your file is complete less than three weeks before your return is due.
- FBAR extensions: Extensions are automatic with no request needed.