OptiFin

Financial Deadline Reminders

Never miss important deadlines that cost you money

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Select only the deadlines that matter to you

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Deadline Reminders
Select deadlines to download as calendar events. Dates are general guides—confirm exact dates with your employer, plan, or tax authority. Nothing is emailed or saved online.

Choose the reminders you want in your calendar.

Employer open enrollment dates vary; verify your enrollment window.

Reminder Nov 1 (employer windows usually fall in Oct-Dec)

Last day to make HSA contributions for the prior tax year (the tax filing deadline, without extensions). If the date falls on a weekend or legal holiday, the IRS deadline moves to the next business day.

Usually April 15

Check your plan's grace period, carryover, and claims deadline.

Often Dec 31; some plans allow a grace period

Review your contribution rate, the new year's limits, and your employer match.

Annual reminder: January 1

Federal individual returns (or an extension request) are due. State dates can differ. If the date falls on a weekend or legal holiday, the IRS deadline moves to the next business day.

Usually April 15

Quarterly federal estimated tax payment due. If the date falls on a weekend or legal holiday, the IRS deadline moves to the next business day.

Usually Apr 15, Jun 15, Sep 15, and Jan 15 of the following year

Last day to make IRA or Roth IRA contributions for the prior tax year (the tax filing deadline, without extensions). If the date falls on a weekend or legal holiday, the IRS deadline moves to the next business day.

Usually April 15

Review coverage and compare quotes about 30 days before your policy renews; move this reminder to match your renewal date.

Annual reminder: November 1 (adjust to your renewal date)

Marketplace dates can change and some state marketplaces run longer; confirm current-year deadlines at HealthCare.gov or your state marketplace.

Typically Nov 1-Dec 15 on HealthCare.gov

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Key Deadlines to Remember

Tax Deadlines

  • April 15 - Tax filing, prior-year HSA/IRA contributions
  • Apr 15, Jun 15, Sep 15, Jan 15 - Estimated tax payments
  • October 15 - Extended tax returns

IRS deadlines that fall on a weekend or legal holiday move to the next business day.

Benefits Deadlines

  • Oct-Dec - Employer open enrollment (varies)
  • Nov 1-Dec 15 - ACA marketplace enrollment (HealthCare.gov; some states differ)
  • Dec 31 - Common FSA spending deadline (check your plan)